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
VALE S A CALL 91912E905 718 2,500 SH   SOLE   2,500 0 0
PEABODY ENGR CORP COM 704551100 11,228 457,734 SH   SOLE   457,734 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 3,399 252,525 SH   SOLE   252,525 0 0
MSCI BRAZIL ETF CALL 464286900 623 1,500 SH   SOLE   1,500 0 0
ALGOMA STL GROUP INC COM 015658107 6,727 597,975 SH   SOLE   597,975 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 1,841 77,944 SH   SOLE   77,944 0 0
SPDR GOLD TR CALL 78463V907 685 500 SH   SOLE   500 0 0
CELESTICA INC SUB VTG SHS 15101Q108 12,507 1,050,091 SH   SOLE   1,050,091 0 0
SPDR GOLD TR GOLD SHS 78463V107 3,613 20,000 SH   SOLE   20,000 0 0
SPDR GOLD TR CALL 78463V907 300 250 SH   SOLE   250 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 5,178 340,000 SH   SOLE   340,000 0 0
COLLABORATIVE INVESTMNT SER TUTTLE CAP SHORT 19423L565 7,633 165,000 SH   SOLE   165,000 0 0
INNOVID CORP COMMON STOCK 457679108 6,703 1,109,711 SH   SOLE   1,109,711 0 0
RADWARE LTD ORD M81873107 13,523 422,983 SH   SOLE   422,983 0 0
NIGHTDRAGON ACQUISITION CORP W EXP 02/26/202 65413D113 125 260,000 SH   SOLE   260,000 0 0
NIGHTDRAGON ACQUISITION CORP CLASS A COM 65413D105 15,034 1,538,764 SH   SOLE   1,538,764 0 0
MOSAIC CO NEW COM 61945C103 9,912 149,046 SH   SOLE   149,046 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 19,356 139,999 SH   SOLE   139,999 0 0
TABOOLA.COM LTD ORD SHS M8744T106 7,054 1,367,123 SH   SOLE   1,367,123 0 0
ARES ACQUISITION CORPORATION COM CL A G33032106 19,264 1,963,759 SH   SOLE   1,963,759 0 0
PLAYTIKA HLDG CORP COM 72815L107 11,710 605,815 SH   SOLE   605,815 0 0
PALO ALTO NETWORKS INC COM 697435105 22,199 35,660 SH   SOLE   35,660 0 0
ARES ACQUISITION CORPORATION *W EXP G33032122 115 278,466 SH   SOLE   278,466 0 0
INNOVID CORP W EXP 02/17/202 457679116 96 94,998 SH   SOLE   94,998 0 0
CIENA CORP COM NEW 171779309 29,485 486,315 SH   SOLE   486,315 0 0
ISHARES SILVER TR ISHARES 46428Q109 12,044 526,404 SH   SOLE   526,404 0 0
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 3,774 51,900 SH   SOLE   51,900 0 0
MOSAIC CO NEW COM 61945C103 48,336 726,853 SH   DFND 1 0 0 726,853
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 53,956 742,073 SH   DFND 1 0 0 742,073
CIENA CORP ORD 61945C103 91,275 1,505,435 SH   DFND 1 0 0 1,505,435
RADWARE LTD ORD 697435105 25,926 810,948 SH   DFND 1 0 0 810,948
CHECK POINT SOFTWARE TECH LT ORD M22465104 75,768 548,010 SH   DFND 1 0 0 548,010
INNOVID CORP COMMON STOCK 171779309 13,380 2,215,300 SH   DFND 1 0 0 2,215,300
PALO ALTO NETWORKS INC COM M22465104 57,712 92,709 SH   DFND 1 0 0 92,709
TABOOLA.COM LTD ORD SHS M8744T106 15,672 3,037,167 SH   DFND 1 0 0 3,037,167
PLAYTIKA HLDG CORP COM 457679108 38,573 1,995,516 SH   DFND 1 0 0 1,995,516
ALPHABET INC CAP STK CL C 02079K107 4,469 1,600 SH   SOLE 2 1,600 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 4,569 300,000 SH   SOLE 2 300,000 0 0
META PLATFORMS INC CL A 30303M102 4,670 21,000 SH   SOLE 2 21,000 0 0
CHECK POINT SOFTWARE TECH LT CON NEW M22465104 11,061 80,000 SH   SOLE 2 80,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 5,552 30,000 SH   SOLE 2 30,000 0 0
EVENTBRITE INC COM CL A 29975E109 7,090 480,000 SH   SOLE 2 480,000 0 0
TABOOLA.COM LTD ORD SHS M8744T106 1,238 240,000 SH   SOLE 2 240,000 0 0
ORACLE CORP COM 68389X105 5,791 70,000 SH   SOLE 2 70,000 0 0
DYNATRACE INC COM NEW 268150109 6,688 142,000 SH   SOLE 2 142,000 0 0
INNOVID CORP W EXP 02/17/202 457679116 30 30,000 SH   SOLE 2 30,000 0 0
PAYPAL HLDGS INC COM 70450Y103 578 5,000 SH   SOLE 2 5,000 0 0
VISA INC COM CL A 92826C839 5,544 25,000 SH   SOLE 2 25,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 12,250 38,000 SH   SOLE 2 38,000 0 0
PALO ALTO NETWORKS INC COM 697435105 16,185 26,000 SH   SOLE 2 26,000 0 0
NIGHTDRAGON ACQUISITION CORP W EXP 02/26/202 65413D113 17 35,000 SH   SOLE 2 35,000 0 0
CISCO SYS INC COM 17275R102 5,241 94,000 SH   SOLE 2 94,000 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 6,589 1,100,000 SH   SOLE 2 1,100,000 0 0
ELECTRONIC ARTS INC COM 285512109 13,663 108,000 SH   SOLE 2 108,000 0 0
INNOVID CORP COMMON STOCK 457679108 1,696 280,727 SH   SOLE 2 280,727 0 0
CIENA CORP COM NEW 171779309 16,370 270,000 SH   SOLE 2 270,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 9,084 240,000 SH   SOLE 2 240,000 0 0