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 |
AMERICAN WELL CORP | CL A | 03044L105 | 12,538 | 423,000 | SH | SOLE | 423,000 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 37,640 | 312,784 | SH | SOLE | 312,784 | 0 | 0 | ||
CIENA CORP | COM NEW | 171779309 | 23,093 | 581,829 | SH | SOLE | 581,829 | 0 | 0 | ||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 21,201 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
DELEK US HLDGS INC NEW | COM | 24665A103 | 6,234 | 560,120 | SH | SOLE | 560,120 | 0 | 0 | ||
DUCK CREEK TECHNOLOGIES INC | SHS | 264120106 | 3,680 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
FIVERR INTL LTD | ORD SHS | M4R82T106 | 27,224 | 195,883 | SH | SOLE | 195,883 | 0 | 0 | ||
JAMF HLDG CORP | COM | 47074L105 | 8,462 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
JFROG LTD | ORD SHS | M6191J100 | 3,047 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
LAIRD SUPERFOOD INC | COM STK | 50736T102 | 688 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
PING IDENTITY HLDG CORP | COM | 72341T103 | 10,924 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
RACKSPACE TECHNOLOGY INC | COM | 750102105 | 5,208 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
RADWARE LTD | ORD | M81873107 | 10,841 | 447,246 | SH | SOLE | 447,246 | 0 | 0 | ||
SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 21,409 | 541,041 | SH | SOLE | 541,041 | 0 | 0 | ||
ISHARES SILVER TR | ISHARES | 46428Q109 | 12,335 | 570,000 | SH | SOLE | 570,000 | 0 | 0 | ||
SOL GEL TECHNOLOGIES | SHS | M8694L103 | 1,640 | 226,570 | SH | SOLE | 226,570 | 0 | 0 | ||
TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 14,113 | 774,591 | SH | SOLE | 774,591 | 0 | 0 | ||
TRANSLATE BIO INC | COM | 89374L104 | 2,314 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 11,982 | 305,973 | SH | SOLE | 305,973 | 0 | 0 | ||
VROOM INC | COM | 92918V109 | 7,249 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
SPDR SER TR | S&P HOMEBUILD | 78464A888 | 16,323 | 302,946 | SH | SOLE | 302,946 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 162,951 | 1,354,086 | SH | DFND | 1 | 0 | 0 | 1,354,086 | |
CIENA CORP | COM NEW | 171779309 | 74,859 | 1,886,092 | SH | DFND | 1 | 0 | 0 | 1,886,092 | |
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 49,614 | 479,736 | SH | DFND | 1 | 0 | 0 | 479,736 | |
DELEK US HLDGS INC NEW | COM | 24665A103 | 18,253 | 1,640,026 | SH | DFND | 1 | 0 | 0 | 1,640,026 | |
RADWARE LTD | ORD | M81873107 | 15,423 | 636,243 | SH | DFND | 1 | 0 | 0 | 636,243 | |
SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 31,149 | 787,190 | SH | DFND | 1 | 0 | 0 | 787,190 | |
TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 26,950 | 1,479,153 | SH | DFND | 1 | 0 | 0 | 1,479,153 | |
AMERICAN WELL CORP | CL A | 03044L105 | 1,393 | 47,000 | SH | SOLE | 2 | 47,000 | 0 | 0 | |
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 3,009 | 25,000 | SH | SOLE | 2 | 25,000 | 0 | 0 | |
CIENA CORP | COM NEW | 171779309 | 3,334 | 84,000 | SH | SOLE | 2 | 84,000 | 0 | 0 | |
DUCK CREEK TECHNOLOGIES INC | SHS | 264120106 | 409 | 9,000 | SH | SOLE | 2 | 9,000 | 0 | 0 | |
ELECTRONIC ARTS INC | COM | 285512109 | 2,087 | 16,000 | SH | SOLE | 2 | 16,000 | 0 | 0 | |
ENPHASE ENERGY INC | COM | 29355A107 | 4,955 | 60,000 | SH | SOLE | 2 | 60,000 | 0 | 0 | |
EVENTBRITE INC | COM CL A | 29975E109 | 846 | 78,000 | SH | SOLE | 2 | 78,000 | 0 | 0 | |
FIVERR INTL LTD | ORD SHS | M4R82T106 | 4,447 | 32,000 | SH | SOLE | 2 | 32,000 | 0 | 0 | |
JAMF HLDG CORP | COM | 47074L105 | 940 | 25,000 | SH | SOLE | 2 | 25,000 | 0 | 0 | |
JFROG LTD | ORD SHS | M6191J100 | 339 | 4,000 | SH | SOLE | 2 | 4,000 | 0 | 0 | |
MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 1,787 | 45,000 | SH | SOLE | 2 | 45,000 | 0 | 0 | |
MIMECAST LTD | ORD SHS | G14838109 | 1,642 | 35,000 | SH | SOLE | 2 | 35,000 | 0 | 0 | |
MOHAWK GROUP HLDGS INC | COM | 608189106 | 289 | 35,000 | SH | SOLE | 2 | 35,000 | 0 | 0 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 2,364 | 12,000 | SH | SOLE | 2 | 12,000 | 0 | 0 | |
PING IDENTITY HLDG CORP | COM | 72341T103 | 780 | 25,000 | SH | SOLE | 2 | 25,000 | 0 | 0 | |
RACKSPACE TECHNOLOGY INC | COM | 750102105 | 579 | 30,000 | SH | SOLE | 2 | 30,000 | 0 | 0 | |
SAILPOINT TECHNLGIES HLDGS I | COM | 78781P105 | 1,979 | 50,000 | SH | SOLE | 2 | 50,000 | 0 | 0 | |
VROOM INC | COM | 92918V109 | 518 | 10,000 | SH | SOLE | 2 | 10,000 | 0 | 0 | |
WARNER MUSIC GROUP CORP | COM | 934550903 | 1,667 | 58,000 | SH | SOLE | 2 | 58,000 | 0 | 0 |