# EDGAR Filing Document

**Accession Number:** 0001420816
**File Stem:** 0000898432-25-000658
**Filing Date:** 2025-8
**Character Count:** 3486
**Document Hash:** a83a189b53ca6e029b63566d64d4150d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000898432-25-000658.hdr.sgml**: 20250822

**ACCESSION NUMBER**: 0000898432-25-000658

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250822

**EFFECTIVENESS DATE**: 20250822

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Telemark Asset Management, LLC
- **CENTRAL INDEX KEY:** 0001420816

**ORGANIZATION NAME:**
- **EIN:** 200269453
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12649
- **FILM NUMBER:** 251244125

**BUSINESS ADDRESS:**
- **STREET 1:** ONE INTERNATIONAL PLACE, SUITE 4620
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110
- **BUSINESS PHONE:** 617-526-8910

**MAIL ADDRESS:**
- **STREET 1:** ONE INTERNATIONAL PLACE, SUITE 4620
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02110

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001420816

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Telemark Asset Management, LLC

**Address:** ONE INTERNATIONAL PLACE, SUITE 4620, BOSTON, MA 02110

**Telephone number:** 617-526-8910

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-12649

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** 2549002XWQDPH2SF4N68

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER      | CUSIP     | MEETING DATE   | VOTE DESCRIPTION   | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Aspen Aerogels Inc. | 04523Y105 | 04/30/2025     | -                  | SECTION 14A SAY-ON-PAY VOTES |        1389120 |                0 | FOR         |                                        0 | NONE                        |  |
| Codexis, Inc.       | 192005106 | 06/10/2025     | -                  | SECTION 14A SAY-ON-PAY VOTES |        2973036 |                0 | FOR         |                                        0 | NONE                        |  |

## N-PX: Signature Block

**Reporting Person:** Telemark Asset Management, LLC

**By (Signature):** Brian C. Miley

**By (Printed Signature):** Brian C. Miley

**By (Title):** Chief Financial Officer

**Date:** 08/20/2025