The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

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

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ARQULE INC COM 04269E107 2,111 294,401 SH   SOLE   294,401 0 0
CIENA CORP COM NEW 171779309 23,958 610,700 SH   SOLE   610,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,499 60,000 SH   SOLE   60,000 0 0
DELEK US HLDGS INC NEW COM 24665A103 19,432 535,312 SH   SOLE   535,312 0 0
FIVERR INTL LTD ORD SHS M4R82T106 6,462 345,583 SH   SOLE   345,583 0 0
PING IDENTITY HLDG CORP COM 72341T103 7,763 450,000 SH   SOLE   450,000 0 0
RADWARE LTD ORD M81873107 13,538 558,046 SH   SOLE   558,046 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 30,246 361,280 SH   SOLE   361,280 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 13,918 723,366 SH   SOLE   723,366 0 0
VARONIS SYS INC COM 922280102 12,309 205,897 SH   SOLE   205,897 0 0
CIENA CORP COM NEW 171779309 70,578 1,799,094 SH   DFND 1 0 0 1,799,094
DELEK US HOLDINGS INC COM 24665A103 46,042 1,268,388 SH   DFND 1 0 0 1,268,388
FIVERR INTERNATIONAL LTD ORD SHS M4R82T106 9,578 512,205 SH   DFND 1 0 0 512,205
MLNX MELLANOX TECHNOLOGIES SHS M51363113 17,443 159,163 SH   DFND 1 0 0 159,163
RADWARE ORD M81873107 16,355 674,156 SH   DFND 1 0 0 674,156
SEDG SOLAREDGE TECHNOLOGIES COM 83417M104 84,973 1,014,966 SH   DFND 1 0 0 1,014,966
TOWER SEMICONDUCTOR USD SHS NEW M87915274 16,046 834,016 SH   DFND 1 0 0 834,016
VARONIS SYSTEMS INC COM 922280102 13,993 234,068 SH   DFND 1 0 0 234,068
CADENCE DESIGN SYSTEM INC COM 127387108 330 5,000 SH   SOLE 2 5,000 0 0
CIENA CORP COM NEW 171779309 1,334 34,000 SH   SOLE 2 34,000 0 0
ELECTRONIC ARTS INC COM 285512109 1,076 11,000 SH   SOLE 2 11,000 0 0
FIVERR INTERNATIONAL LTD ORD SHS M4R82T106 1,129 60,401 SH   SOLE 2 60,401 0 0
HUYA INC ADS REP SHS A 44852D108 421 17,800 SH   SOLE 2 17,800 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 1,393 21,000 SH   SOLE 2 21,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 924 37,000 SH   SOLE 2 37,000 0 0
MEDALLIA INC COM 584021109 274 10,000 SH   SOLE 2 10,000 0 0
MICROSOFT CORP COM 594918104 1,724 12,400 SH   SOLE 2 12,400 0 0
PAYPAL HLDGS INC COM 70450Y103 1,077 10,400 SH   SOLE 2 10,400 0 0
PING IDENTITY HOLDING CORP COM 72341T103 863 50,000 SH   SOLE 2 50,000 0 0
SEDG SOLAREDGE TECHNOLOGIES COM 83417M104 2,051 24,500 SH   SOLE 2 24,500 0 0
SQUARE INC CL A 852234103 520 8,400 SH   SOLE 2 8,400 0 0
SUNNOVA ENERGY INTL INC COM 86745K104 161 15,000 SH   SOLE 2 15,000 0 0
THE TRADE DESK INC COM CL A 88339J105 656 3,500 SH   SOLE 2 3,500 0 0
YANDEX N V SHS CLASS A N97284108 567 16,200 SH   SOLE 2 16,200 0 0