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

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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