UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
Report for the Calendar Year or Quarter Ended:
12-31-2021
Check here if Amendment: ☐ Amendment Number:
This Amendment (Check only one.):☐ is a restatement.
☐ adds new holdings entries.

Institutional Investment Manager Filing this Report:

Name:
Telemark Asset Management, LLC
Address:
ONE INTERNATIONAL PLACE, SUITE 4620
BOSTON, MA 02110
Form 13F File Number:
028-12649

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.


Person Signing this Report on Behalf of Reporting Manager:
Name:
Brian C. Miley
Title:
Chief Financial Officer
Phone:
617-526-8910


Signature, Place, and Date of Signing:

/s/ Brian C. Miley
                         [Signature]
Boston, MASSACHUSETTS
                 [City, State]
01-21-2022
                           [Date]
                          

Report Type (Check only one.):

☒ 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 

☐ 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 

☐ 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)


Form 13F Summary Page

Report Summary:

Number of Other Included Managers:
0
Form 13F Information table Entry Total:
52
Form 13F Information table Value Total:
1398231
          (thousands)

List of Other Included Managers:

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]

  
NONE


UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number:3235-0006
Expires:July 31, 2015
Estimated average burden
hours per response:23.8
COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AMAZON.COM INCCOM023135106100,03030,000SHSOLE30,000 0 0
ASPEN AEROGELS INCCOM04523Y10591,6141,840,000SHSOLE1,840,000 0 0
CODEXIS INCCOM19200510676,7522,454,500SHSOLE2,454,500 0 0
MODERNA INCCOM60770K10763,495250,000SHSOLE250,000 0 0
PFIZER INCCOM71708110359,0501,000,000SHSOLE1,000,000 0 0
ATLAS AIR WORLDWIDE HLDGS INCOM NEW04916420551,766550,000SHSOLE550,000 0 0
FRANCO NEV CORPCOM35185810534,573250,000SHSOLE250,000 0 0
GARMIN LTDCOM00B3Z5T1434,043250,000SHSOLE250,000 0 0
HESS CORPCOM42809H10733,314450,000SHSOLE450,000 0 0
TERADYNE INCCOM88077010232,706200,000SHSOLE200,000 0 0
HEICO CORP NEWCOM42280610932,450225,000SHSOLE225,000 0 0
NVIDIA CORPCOM67066G10432,352110,000SHSOLE110,000 0 0
ASML HOLDING N VN Y REGISTRY SHSN0705921031,84640,000SHSOLE40,000 0 0
NOVANTA INCCOM67000B10431,739180,000SHSOLE180,000 0 0
ENOVIX CORPCOM29359410731,3721,150,000SHSOLE1,150,000 0 0
FORD MTR CO DELCOM34537086031,1551,500,000SHSOLE1,500,000 0 0
VALMONT INDS INCCOM92025310130,060120,000SHSOLE120,000 0 0
ZOOMINFO TECHNOLOGIES INCCOM CL A98980F10428,890450,000SHSOLE450,000 0 0
AMERESCO INCCL A02361E10828,504350,000SHSOLE350,000 0 0
AXON ENTERPRISE INCCOM05464C10128,260180,000SHSOLE180,000 0 0
WASTE CONNECTIONS INCCOM94106B10127,254200,000SHSOLE200,000 0 0
GENERAL MTRS COCOM37045V10026,384450,000SHSOLE450,000 0 0
AZENTA INCCOM11434010225,778250,000SHSOLE250,000 0 0
SP PLUS CORPCOM78469C10323,970849,400SHSOLE849,400 0 0
SM ENERGY COCOM78454L10023,584800,000SHSOLE800,000 0 0
BOWLERO CORPCL A COM10258P10223,1772,569,476SHSOLE2,569,476 0 0
ALPHABET INCCAP STK CL A02079K30523,1768,000SHSOLE8,000 0 0
KORNIT DIGITAL LTDSHSM6372Q11322,838150,000SHSOLE150,000 0 0
INNOSPEC INCCOM45768S10522,585250,000SHSOLE250,000 0 0
TECHTARGET INCCOM87874R10022,002230,000SHSOLE230,000 0 0
ALTUS POWER INCCOM CL A02217A10220,9002,000,000SHSOLE2,000,000 0 0
MONGODB INCCL A60937P10618,52735,000SHSOLE35,000 0 0
GENTHERM INCCOM37253A10317,380200,000SHSOLE200,000 0 0
META PLATFORMS INCCL A30303M10216,81850,000SHSOLE50,000 0 0
MICROSOFT CORPCOM59491810416,81650,000SHSOLE50,000 0 0
API GROUP CORPCOM STK00187Y10016,751650,000SHSOLE650,000 0 0
HEICO CORP NEWCL A42280620816,065125,000SHSOLE125,000 0 0
TRIMBLE INCCOM89623910015,694180,000SHSOLE180,000 0 0
PATRICK INDS INCCOM70334310314,121175,000SHSOLE175,000 0 0
THERMO FISHER SCIENTIFIC INCCOM88355610213,34520,000SHSOLE20,000 0 0
SERVICENOW INCCOM81762P10212,98220,000SHSOLE20,000 0 0
KNOWBE4 INCCL A49926T10411,470500,000SHSOLE500,000 0 0
ADOBE SYSTEMS INCORPORATEDCOM00724F10111,34120,000SHSOLE20,000 0 0
VERRA MOBILITY CORPCOM92511U10210,801700,000SHSOLE700,000 0 0
FIVE9 INCCOM3383071019,61270,000SHSOLE70,000 0 0
WAYFAIR INCCL A94419L1019,49950,000SHSOLE50,000 0 0
CELLEBRITE DI LTDORDINARY SHARESM2197Q1078,0201,000,000SHSOLE1,000,000 0 0
DOCUSIGN INCCOM2561631067,61650,000SHSOLE50,000 0 0
ARCHAEA ENERGY INCCOM CL A03940F1037,312400,000SHSOLE400,000 0 0
ALTIMETER GROWTH CORP IICOM CL AG0371B1096,902700,000SHSOLE700,000 0 0
CLOUDFLARE INCCL A COM18915M1076,57550,000SHSOLE50,000 0 0
IRON SPARK I INCCLASS A COM46301G1034,970500,000SHSOLE500,000 0 0