Telemark Asset Management’s Wolfspeed WOLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-170,000	Closed	-$9.62M	–	57
2014 Q1	$9.62M	Hold	170,000	–	–	2.42%	18
2013 Q4	$10.6M	Hold	170,000	–	–	2.63%	11
2013 Q3	$10.2M	Sell	170,000 -60,000	-26%	-$3.61M	3.05%	9
2013 Q2	$14.7M	Buy	+230,000	New	+$14.7M	5.58%	3