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
ARES ACQUISITION CORPORATION UNIT G33032114 13,923 1,392,334 SH   SOLE   1,392,334 0 0
ARK ETF TR PUT 00214Q954 238 830 SH Put SOLE   830 0 0
ARK ETF TR PUT 00214Q954 284 800 SH Put SOLE   800 0 0
ARKO CORP COM 041242108 23,689 2,383,163 SH   SOLE   2,383,163 0 0
ARRAY TECHNOLOGIES COM 04271T100 14,910 500,000 SH   SOLE   500,000 0 0
ARRIVAL GROUP PUT L0423Q958 205 500 SH Put SOLE   500 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 35,873 320,379 SH   SOLE   320,379 0 0
CIENA CORP COM NEW 171779309 26,176 478,355 SH   SOLE   478,355 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 22,183 171,509 SH   SOLE   171,509 0 0
DELEK US HLDGS INC NEW COM 24665A103 4,414 202,655 SH   SOLE   202,655 0 0
FLEX LTD ORD Y2573F102 18,044 985,470 SH   SOLE   985,470 0 0
JAMF HLDG CORP COM 47074L105 12,756 361,152 SH   SOLE   361,152 0 0
JFROG LTD ORD SHS M6191J100 1,597 36,000 SH   SOLE   36,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 6,756 137,929 SH   SOLE   137,929 0 0
NIGHTDRAGON ACQUISITION CORP UNIT 65413D204 13,260 1,300,000 SH   SOLE   1,300,000 0 0
PLAYTIKA HLDG CORP COM 72815L107 4,626 170,000 SH   SOLE   170,000 0 0
RADWARE LTD ORD M81873107 13,615 522,054 SH   SOLE   522,054 0 0
RIGEL PHARMACEUTICALS COM 766559603 7,889 2,306,602 SH   SOLE   2,306,602 0 0
SAILPOINT TECHNLGIES HLDGS I COM 78781P105 26,046 514,327 SH   SOLE   514,327 0 0
SEMRUSH HLDGS INC CL A COM 81686C104 2,930 246,000 SH   SOLE   246,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 11,825 340,000 SH   SOLE   340,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 23,206 1,022,308 SH   SOLE   1,022,308 0 0
SOARING EAGLE ACQUISITION CO UNIT G8354H100 8,096 800,000 SH   SOLE   800,000 0 0
ISHARES TR PUT 464287952 702 1,700 SH Put SOLE   1,700 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 11,378 405,779 SH   SOLE   405,779 0 0
ARKO CORP COM 041242108 33,350 3,355,135 SH   DFND 1 0 0 3,355,135
CHECK POINT SOFTWARE TECH LT ORD M22465104 154,224 1,377,371 SH   DFND 1 0 0 1,377,371
CIENA CORP COM NEW 171779309 58,434 1,067,871 SH   DFND 1 0 0 1,067,871
CYBERARK SOFTWARE LTD SHS M2682V108 72,821 563,017 SH   DFND 1 0 0 563,017
DELEK US HLDGS INC NEW COM 24665A103 21,562 989,979 SH   DFND 1 0 0 989,979
FLEX LTD ORD Y2573F102 19,307 1,054,444 SH   DFND 1 0 0 1,054,444
JAMF HLDG CORP COM 47074L105 14,777 418,379 SH   DFND 1 0 0 418,379
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 22,860 466,717 SH   DFND 1 0 0 466,717
RADWARE LTD ORD M81873107 18,529 710,456 SH   DFND 1 0 0 710,456
RIGEL PHARMACEUTICALS INC COM 766559603 4,533 1,325,530 SH   DFND 1 0 0 1,325,530
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 39,204 774,173 SH   DFND 1 0 0 774,173
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 23,426 835,452 SH   DFND 1 0 0 835,452
BURGUNDY TECHNOLOGY ACQU COR CL A G1702T116 3,155 319,000 SH   SOLE 2 319,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 5,039 45,000 SH   SOLE 2 45,000 0 0
CIENA CORP CON NEW 171779309 4,170 76,200 SH   SOLE 2 76,200 0 0
COLICITY INC UNIT 194170205 1,515 150,000 SH   SOLE 2 150,000 0 0
COMPUTE HEALTH ACQUISITIN CO UNIT 204833206 505 50,000 SH   SOLE 2 50,000 0 0
DEEP LAKE CAPITAL ACQUSTN UNIT G27029126 503 50,000 SH   SOLE 2 50,000 0 0
DPCM CAP INC COM CL A 23344P101 986 100,000 SH   SOLE 2 100,000 0 0
ELECTRONIC ARTS INC COM 285512109 5,144 38,000 SH   SOLE 2 38,000 0 0
ENPHASE ENERGY INC COM 29355A107 1,622 10,000 SH   SOLE 2 10,000 0 0
EVENTBRITE INC COM CL A 29975E109 2,637 119,000 SH   SOLE 2 119,000 0 0
FAR PEAK ACQUISITION CORP SHS CL A G3312L103 489 50,000 SH   SOLE 2 50,000 0 0
FLEX LTD ORD Y2573F102 6,610 361,000 SH   SOLE 2 361,000 0 0
FTAC OLYMPUS ACQUISITION COR CL A SHS G37288100 125 11,824 SH   SOLE 2 11,824 0 0
JAMF HLDG CORP COM 47074L105 8,724 247,000 SH   SOLE 2 247,000 0 0
NIGHTDRAGON ACQUISITION CORP UNIT 65413D204 2,040 200,000 SH   SOLE 2 200,000 0 0
NORTH MOUNTAIN MERGER CORP COM CL A 661204107 992 100,000 SH   SOLE 2 100,000 0 0
NXP SEMICONDUCTORS COM N6596X109 3,020 15,000 SH   SOLE 2 15,000 0 0
PAYPAL HLDGS INC COM 70450Y103 6,265 25,800 SH   SOLE 2 25,800 0 0
PLAYTIKA HLDG CORP COM 72815L107 816 30,000 SH   SOLE 2 30,000 0 0
ROBLOX CORP CL A 771049103 1,478 22,800 SH   SOLE 2 22,800 0 0
SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 8,984 177,400 SH   SOLE 2 177,400 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 3,622 12,600 SH   SOLE 2 12,600 0 0
SEMRUSH HLDGS INC CL A COM 81686C104 643 54,000 SH   SOLE 2 54,000 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107 2,087 60,000 SH   SOLE 2 60,000 0 0
SPARTAN ACQUISITION CORP II COM 846775104 523 50,000 SH   SOLE 2 50,000 0 0
TPG PACE TECH OPPORTUNITIES CL A COM G8990Y103 1,982 200,000 SH   SOLE 2 200,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 6,969 203,000 SH   SOLE 2 203,000 0 0
Z-WORK ACQUISITION CORP UNIT 98880C201 498 50,000 SH   SOLE 2 50,000 0 0