The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| CIENA CORP | COM NEW | 171779309 | 23,226 | 544,057 | SH | SOLE | 544,057 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 15,814 | 135,648 | SH | SOLE | 135,648 | 0 | 0 | ||
| DELEK US HLDGS INC NEW | COM | 24665A103 | 13,947 | 415,955 | SH | SOLE | 415,955 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 9,387 | 399,437 | SH | SOLE | 399,437 | 0 | 0 | ||
| PING IDENTITY HLDG CORP | COM | 72341T103 | 9,157 | 376,820 | SH | SOLE | 376,820 | 0 | 0 | ||
| RADWARE LTD | ORD | M81873107 | 13,594 | 527,301 | SH | SOLE | 527,301 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 39,679 | 417,279 | SH | SOLE | 417,279 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC FEB 20 CALL 105 | CALL | 83088M902 | 700 | 400 | SH | Call | SOLE | 400 | 0 | 0 | |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 20,067 | 834,047 | SH | SOLE | 834,047 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 15,406 | 198,247 | SH | SOLE | 198,247 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 77,696 | 1,820,000 | SH | DFND | 1 | 0 | 0 | 1,820,000 | |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 31,802 | 272,791 | SH | DFND | 1 | 0 | 0 | 272,791 | |
| DELEK US HLDGS INC NEW | COM | 24665A103 | 39,846 | 1,188,357 | SH | DFND | 1 | 0 | 0 | 1,188,357 | |
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 14,784 | 629,089 | SH | DFND | 1 | 0 | 0 | 629,089 | |
| PING IDENTITY HLDG CORP | COM | 72341T103 | 1,234 | 50,802 | SH | DFND | 1 | 0 | 0 | 50,802 | |
| RADWARE LTD | ORD | M81873107 | 18,393 | 713,451 | SH | DFND | 1 | 0 | 0 | 713,451 | |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 110,342 | 1,160,400 | SH | DFND | 1 | 0 | 0 | 1,160,400 | |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 35,583 | 1,478,914 | SH | DFND | 1 | 0 | 0 | 1,478,914 | |
| VARONIS SYS INC | COM | 922280102 | 29,807 | 383,571 | SH | DFND | 1 | 0 | 0 | 383,571 | |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | 347 | 5,000 | SH | SOLE | 2 | 5,000 | 0 | 0 | |
| CIENA CORP | COM NEW | 171779309 | 1,708 | 40,000 | SH | SOLE | 2 | 40,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 1,344 | 12,500 | SH | SOLE | 2 | 12,500 | 0 | 0 | |
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 1,419 | 60,401 | SH | SOLE | 2 | 60,401 | 0 | 0 | |
| HUYA INC | ADS REP SHS A | 44852D108 | 320 | 17,800 | SH | SOLE | 2 | 17,800 | 0 | 0 | |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | 1,940 | 27,145 | SH | SOLE | 2 | 27,145 | 0 | 0 | |
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 983 | 37,000 | SH | SOLE | 2 | 37,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 2,176 | 13,800 | SH | SOLE | 2 | 13,800 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 1,125 | 10,400 | SH | SOLE | 2 | 10,400 | 0 | 0 | |
| PING IDENTITY HLDG CORP | COM | 72341T103 | 834 | 34,335 | SH | SOLE | 2 | 34,335 | 0 | 0 | |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 2,301 | 24,200 | SH | SOLE | 2 | 24,200 | 0 | 0 | |
| SQUARE INC | CL A | 852234103 | 526 | 8,400 | SH | SOLE | 2 | 8,400 | 0 | 0 | |
| THE TRADE DESK INC | COM CL A | 88339J105 | 1,234 | 4,750 | SH | SOLE | 2 | 4,750 | 0 | 0 | |