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 COM CL A G33032106 17,790 1,826,449 SH   SOLE   1,826,449 0 0
ARES ACQUISITION CORPORATION *W EXP G33032122 248 278,466 SH   SOLE   278,466 0 0
BRAZE INC COM CL A 10576N102 4,568 59,200 SH   SOLE   59,200 0 0
CIENA CORP COM NEW 171779309 36,647 476,115 SH   SOLE   476,115 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 26,143 150,873 SH   SOLE   150,873 0 0
FORGEROCK INC CL A 34631B101 1,868 70,000 SH   SOLE   70,000 0 0
GITLAB INC CLASS A COM 37637K108 1,931 22,200 SH   SOLE   22,200 0 0
INNOVID CORP COMMON STOCK 457679108 6,888 1,035,844 SH   SOLE   1,035,844 0 0
INNOVID CORP W EXP 02/17/202 457679116 105 94,998 SH   SOLE   94,998 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 1,102 30,194 SH   SOLE   30,194 0 0
MOSAIC CO NEW COM 61945C103 8,525 216,966 SH   SOLE   216,966 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 3,971 503,244 SH   SOLE   503,244 0 0
NIGHTDRAGON ACQUISITION CORP *W EXP 02/26/202 65413D113 226 260,000 SH   SOLE   260,000 0 0
NIGHTDRAGON ACQUISITION CORP CLASS A COM 65413D105 14,659 1,503,437 SH   SOLE   1,503,437 0 0
ON HLDG AG NAMEN AKT A H5919C104 1,891 50,000 SH   SOLE   50,000 0 0
PALO ALTO NETWORKS INC COM 697435105 22,270 40,000 SH   SOLE   40,000 0 0
PLAYTIKA HLDG CORP COM 72815L107 10,183 588,936 SH   SOLE   588,936 0 0
RADWARE LTD ORD M81873107 15,311 367,704 SH   SOLE   367,704 0 0
TABOOLA.COM LTD ORD SHS M8744T106 10,505 1,350,273 SH   SOLE   1,350,273 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 19,871 500,783 SH   SOLE   500,783 0 0
UDEMY INC COM 902685106 434 22,200 SH   SOLE   22,200 0 0
SPDR SER TR CALL 78464A904 480 2,000 SH   SOLE   2,000 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 2,133 36,231 SH   SOLE   36,231 0 0
CIENA CORP ORD M22465104 109,530 1,423,026 SH   DFND 1 0 0 1,423,026
CYBERARK SOFTWARE LTD SHS M2682V108 96,421 556,446 SH   DFND 1 0 0 556,446
INNOVID CORP COMMON STOCK 457679108 15,190 2,284,156 SH   DFND 1 0 0 2,284,156
MOSAIC CO NEW COM 61945C103 35,734 909,506 SH   DFND 1 0 0 909,506
PALO ALTO NETWORKS INC COM 697435105 66,811 120,000 SH   DFND 1 0 0 120,000
PLAYTIKA HLDG CORP COM 72815L107 31,246 1,807,170 SH   DFND 1 0 0 1,807,170
RADWARE LTD ORD M81873107 28,237 678,127 SH   DFND 1 0 0 678,127
TABOOLA.COM LTD ORD SHS M8744T106 18,853 2,423,207 SH   DFND 1 0 0 2,423,207
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 55,508 1,398,886 SH   DFND 1 0 0 1,398,886
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 20,197 343,140 SH   DFND 1 0 0 343,140
BRAZE INC COM CL A 10576N102 1,605 20,800 SH   SOLE 2 20,800 0 0
CHECK POINT SOFTWARE TECH LT CON NEW M22465104 3,730 32,000 SH   SOLE 2 32,000 0 0
CIENA CORP COM NEW 171779309 15,394 200,000 SH   SOLE 2 200,000 0 0
CISCO SYS INC COM 17275R102 3,802 60,000 SH   SOLE 2 60,000 0 0
DYNATRACE INC COM NEW 268150109 5,069 84,000 SH   SOLE 2 84,000 0 0
ELECTRONIC ARTS INC COM 285512109 13,190 100,000 SH   SOLE 2 100,000 0 0
EVENTBRITE INC COM CL A 29975E109 8,371 480,000 SH   SOLE 2 480,000 0 0
GITLAB INC CLASS A COM 37637K108 679 7,800 SH   SOLE 2 7,800 0 0
INNOVID CORP COMMON STOCK 457679108 1,995 300,000 SH   SOLE 2 300,000 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101 3,742 28,000 SH   SOLE 2 28,000 0 0
INNOVID CORP W EXP 02/17/202 457679116 33 30,000 SH   SOLE 2 30,000 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 5,523 700,000 SH   SOLE 2 700,000 0 0
NIGHTDRAGON ACQUISITION CORP *W EXP 02/26/202 65413D113 30 35,000 SH   SOLE 2 35,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,011 22,000 SH   SOLE 2 22,000 0 0
ORACLE CORP COM 68389X105 2,965 34,000 SH   SOLE 2 34,000 0 0
PALO ALTO NETWORKS INC COM 697435105 11,135 20,000 SH   SOLE 2 20,000 0 0
ROBLOX CORP CL A 771049103 5,777 56,000 SH   SOLE 2 56,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 5,050 18,000 SH   SOLE 2 18,000 0 0
TABOOLA.COM LTD ORD SHS M8744T106 1,867 240,000 SH   SOLE 2 240,000 0 0
VISA INC COM CL A 92826C839 3,467 16,000 SH   SOLE 2 16,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 3,454 80,000 SH   SOLE 2 80,000 0 0