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Telemark Asset Management, LLC
> VMI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | VALMONT INDUSTRIES INC | VMI | 80,000 | -40,000 | 23,284,000,000 | -15,029,600,000 | $291,050.00 |
| 03/31/2023 | VALMONT INDUSTRIES INC | VMI | 120,000 | -20,000 | 38,313,600,000 | -7,980,400,000 | $319,280.00 |
| 12/31/2022 | VALMONT INDUSTRIES INC | VMI | 140,000 | -5,000 | 46,294,000,000 | 46,255,050,000 | $330,671.43 |
| 09/30/2022 | VALMONT INDUSTRIES INC | VMI | 145,000 | -5,000 | 38,950,000 | 5,255,000 | $268.62 |
| 06/30/2022 | VALMONT INDUSTRIES INC | VMI | 150,000 | 30,000 | 33,695,000 | 5,063,000 | $224.63 |
| 03/31/2022 | VALMONT INDUSTRIES INC | VMI | 120,000 | 0 | 28,632,000 | -1,428,000 | $238.60 |
| 12/31/2021 | VALMONT INDUSTRIES INC | VMI | 120,000 | 20,000 | 30,060,000 | 6,548,000 | $250.50 |
| 09/30/2021 | VALMONT INDUSTRIES INC | VMI | 100,000 | 20,000 | 23,512,000 | 4,498,000 | $235.12 |
| 03/31/2021 | VALMONT INDUSTRIES INC | VMI | 80,000 | 80,000 | 19,014,000 | 19,014,000 | $237.68 |
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