The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
CIENA CORP | COM NEW | 171779309 | 32,684 | 603,469 | SH | SOLE | 603,469 | 0 | 0 | ||
CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 401 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 14,619 | 147,267 | SH | SOLE | 147,267 | 0 | 0 | ||
DELEK US HLDGS INC NEW | COM | 24665A103 | 11,472 | 658,916 | SH | SOLE | 658,916 | 0 | 0 | ||
FIVERR INTL LTD | ORD SHS | M4R82T106 | 20,967 | 284,023 | SH | SOLE | 284,023 | 0 | 0 | ||
MIMECAST LTD | ORD SHS | G14838109 | 16,630 | 399,174 | SH | SOLE | 399,174 | 0 | 0 | ||
PING IDENTITY HLDG CORP | COM | 72341T103 | 6,220 | 310,687 | SH | SOLE | 310,687 | 0 | 0 | ||
RADWARE LTD | ORD | M81873107 | 10,587 | 448,793 | SH | SOLE | 448,793 | 0 | 0 | ||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 21,555 | 155,318 | SH | SOLE | 155,318 | 0 | 0 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | 9,652 | 567,448 | SH | SOLE | 567,448 | 0 | 0 | ||
SOL GEL TECHNOLOGIES | SHS | M8694L103 | 2,085 | 232,867 | SH | SOLE | 232,867 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 11,870 | 962,700 | SH | SOLE | 962,700 | 0 | 0 | ||
TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 13,970 | 731,786 | SH | SOLE | 731,786 | 0 | 0 | ||
VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 12,332 | 336,200 | SH | SOLE | 336,200 | 0 | 0 | ||
VROOM INC | COM | 92918V109 | 7,826 | 150,088 | SH | SOLE | 150,088 | 0 | 0 | ||
SPDR SER TR | S&P HOMEBUILD | 78464A888 | 7,507 | 171,000 | SH | SOLE | 171,000 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 102,499 | 1,892,515 | SH | DFND | 1 | 0 | 0 | 1,892,515 | |
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 34,885 | 351,419 | SH | DFND | 1 | 0 | 0 | 351,419 | |
DELEK US HLDGS INC NEW | COM | 24665A103 | 31,339 | 1,800,063 | SH | DFND | 1 | 0 | 0 | 1,800,063 | |
MIMECAST LTD | ORD SHS | G14838109 | 20,788 | 498,990 | SH | DFND | 1 | 0 | 0 | 498,990 | |
RADWARE LTD | ORD | M81873107 | 15,246 | 646,306 | SH | DFND | 1 | 0 | 0 | 646,306 | |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 87,818 | 632,789 | SH | DFND | 1 | 0 | 0 | 632,789 | |
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 51,952 | 4,213,490 | SH | DFND | 1 | 0 | 0 | 4,213,490 | |
TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 26,637 | 1,395,358 | SH | DFND | 1 | 0 | 0 | 1,395,358 | |
CIENA CORP | COM NEW | 171779309 | 3,683 | 68,000 | SH | SOLE | 2 | 68,000 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 2,113 | 16,000 | SH | SOLE | 2 | 16,000 | 0 | 0 | |
ENPHASE ENERGY INC | COM | 29355A107 | 1,332 | 28,000 | SH | SOLE | 2 | 28,000 | 0 | 0 | |
EVENTBRITE INC | COM CL A | 29975E109 | 754 | 88,000 | SH | SOLE | 2 | 88,000 | 0 | 0 | |
FIVERR INTL LTD | ORD SHS | M4R82T106 | 2,953 | 40,000 | SH | SOLE | 2 | 40,000 | 0 | 0 | |
GODADDY INC | CL A | 380237107 | 1,613 | 22,000 | SH | SOLE | 2 | 22,000 | 0 | 0 | |
INPHI CORP | COM | 45772F107 | 823 | 7,000 | SH | SOLE | 2 | 7,000 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 1,543 | 44,000 | SH | SOLE | 2 | 44,000 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 3,561 | 17,500 | SH | SOLE | 2 | 17,500 | 0 | 0 | |
MIMECAST LTD | ORD SHS | G14838109 | 1,458 | 35,000 | SH | SOLE | 2 | 35,000 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 2,352 | 13,500 | SH | SOLE | 2 | 13,500 | 0 | 0 | |
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 2,706 | 19,500 | SH | SOLE | 2 | 19,500 | 0 | 0 | |
WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 708 | 24,000 | SH | SOLE | 2 | 24,000 | 0 | 0 |