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 | 24,211 | 608,169 | SH | SOLE | 608,169 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 10,215 | 119,388 | SH | SOLE | 119,388 | 0 | 0 | ||
| DELEK US HLDGS INC NEW | COM | 24665A103 | 5,030 | 319,182 | SH | SOLE | 319,182 | 0 | 0 | ||
| EXELIXIS INC | COM | 30161Q104 | 6,542 | 379,931 | SH | SOLE | 379,931 | 0 | 0 | ||
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 8,905 | 353,786 | SH | SOLE | 353,786 | 0 | 0 | ||
| MIMECAST LTD | ORD SHS | G14838109 | 13,982 | 396,093 | SH | SOLE | 396,093 | 0 | 0 | ||
| PING IDENTITY HLDG CORP | COM | 72341T103 | 6,220 | 310,687 | SH | SOLE | 310,687 | 0 | 0 | ||
| INVESCO QQQ TR APR 20 PUT 185 | PUT | 46090E953 | 308 | 500 | SH | Call | SOLE | 500 | 0 | 0 | |
| RADWARE LTD | ORD | M81873107 | 10,296 | 488,650 | SH | SOLE | 488,650 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 19,000 | 232,042 | SH | SOLE | 232,042 | 0 | 0 | ||
| SOL GEL TECHNOLOGIES | SHS | M8694L103 | 1,791 | 253,632 | SH | SOLE | 253,632 | 0 | 0 | ||
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 16,167 | 1,015,501 | SH | SOLE | 1,015,501 | 0 | 0 | ||
| TESLA INC MAY 20 CALL 550 | CALL | 88160R901 | 570 | 100 | SH | Call | SOLE | 100 | 0 | 0 | |
| VANECK VECTORS ETF TR | GOLD MINERS ETF | 92189F106 | 9,216 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 9,484 | 148,960 | SH | SOLE | 148,960 | 0 | 0 | ||
| VERINT SYS INC | COM | 92343X100 | 6,450 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| WIX COM LTD APR 20 PUT 100 | PUT | M98068955 | 210 | 300 | SH | Put | SOLE | 300 | 0 | 0 | |
| CIENA CORP | COM NEW | 171779309 | 78,082 | 1,961,355 | SH | DFND | 1 | 0 | 0 | 1,961,355 | |
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | 27,740 | 324,218 | SH | DFND | 1 | 0 | 0 | 324,218 | |
| DELEK US HLDGS INC NEW | COM | 24665A103 | 19,549 | 1,240,434 | SH | DFND | 1 | 0 | 0 | 1,240,434 | |
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 16,969 | 674,160 | SH | DFND | 1 | 0 | 0 | 674,160 | |
| RADWARE LTD | ORD | M81873107 | 14,366 | 681,834 | SH | DFND | 1 | 0 | 0 | 681,834 | |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 66,451 | 811,562 | SH | DFND | 1 | 0 | 0 | 811,562 | |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | 27,627 | 1,735,365 | SH | DFND | 1 | 0 | 0 | 1,735,365 | |
| VARONIS SYS INC | COM | 922280102 | 22,778 | 357,756 | SH | DFND | 1 | 0 | 0 | 357,756 | |
| CIENA CORP | COM NEW | 171779309 | 2,229 | 56,000 | SH | SOLE | 2 | 56,000 | 0 | 0 | |
| ELECTRONIC ARTS INC | COM | 285512109 | 1,633 | 16,300 | SH | SOLE | 2 | 16,300 | 0 | 0 | |
| FIVERR INTL LTD | ORD SHS | M4R82T106 | 1,435 | 57,000 | SH | SOLE | 2 | 57,000 | 0 | 0 | |
| GODADDY INC | CL A | 380237107 | 1,256 | 22,000 | SH | SOLE | 2 | 22,000 | 0 | 0 | |
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 1,177 | 52,000 | SH | SOLE | 2 | 52,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 2,113 | 13,400 | SH | SOLE | 2 | 13,400 | 0 | 0 | |
| MELLANOX TECHNOLOGIES LTD | SHS | M51363113 | 1,092 | 9,000 | SH | SOLE | 2 | 9,000 | 0 | 0 | |
| PAYPAL HLDGS INC | COM | 70450Y103 | 1,197 | 12,500 | SH | SOLE | 2 | 12,500 | 0 | 0 | |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 1,228 | 15,000 | SH | SOLE | 2 | 15,000 | 0 | 0 | |
| THE TRADE DESK INC | COM CL A | 88339J105 | 1,158 | 6,000 | SH | SOLE | 2 | 6,000 | 0 | 0 | |