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
CIENA CORP COM NEW 171779309 32,684 603,469 SH   SOLE   603,469 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 401 4,000 SH   SOLE   4,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 14,619 147,267 SH   SOLE   147,267 0 0
DELEK US HLDGS INC NEW COM 24665A103 11,472 658,916 SH   SOLE   658,916 0 0
FIVERR INTL LTD ORD SHS M4R82T106 20,967 284,023 SH   SOLE   284,023 0 0
MIMECAST LTD ORD SHS G14838109 16,630 399,174 SH   SOLE   399,174 0 0
PING IDENTITY HLDG CORP COM 72341T103 6,220 310,687 SH   SOLE   310,687 0 0
RADWARE LTD ORD M81873107 10,587 448,793 SH   SOLE   448,793 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 21,555 155,318 SH   SOLE   155,318 0 0
ISHARES SILVER TR ISHARES 46428Q109 9,652 567,448 SH   SOLE   567,448 0 0
SOL GEL TECHNOLOGIES SHS M8694L103 2,085 232,867 SH   SOLE   232,867 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 11,870 962,700 SH   SOLE   962,700 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 13,970 731,786 SH   SOLE   731,786 0 0
VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 12,332 336,200 SH   SOLE   336,200 0 0
VROOM INC COM 92918V109 7,826 150,088 SH   SOLE   150,088 0 0
SPDR SER TR S&P HOMEBUILD 78464A888 7,507 171,000 SH   SOLE   171,000 0 0
CIENA CORP COM NEW 171779309 102,499 1,892,515 SH   DFND 1 0 0 1,892,515
CYBERARK SOFTWARE LTD SHS M2682V108 34,885 351,419 SH   DFND 1 0 0 351,419
DELEK US HLDGS INC NEW COM 24665A103 31,339 1,800,063 SH   DFND 1 0 0 1,800,063
MIMECAST LTD ORD SHS G14838109 20,788 498,990 SH   DFND 1 0 0 498,990
RADWARE LTD ORD M81873107 15,246 646,306 SH   DFND 1 0 0 646,306
SOLAREDGE TECHNOLOGIES INC COM 83417M104 87,818 632,789 SH   DFND 1 0 0 632,789
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 51,952 4,213,490 SH   DFND 1 0 0 4,213,490
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 26,637 1,395,358 SH   DFND 1 0 0 1,395,358
CIENA CORP COM NEW 171779309 3,683 68,000 SH   SOLE 2 68,000 0 0
ELECTRONIC ARTS INC COM 285512109 2,113 16,000 SH   SOLE 2 16,000 0 0
ENPHASE ENERGY INC COM 29355A107 1,332 28,000 SH   SOLE 2 28,000 0 0
EVENTBRITE INC COM CL A 29975E109 754 88,000 SH   SOLE 2 88,000 0 0
FIVERR INTL LTD ORD SHS M4R82T106 2,953 40,000 SH   SOLE 2 40,000 0 0
GODADDY INC CL A 380237107 1,613 22,000 SH   SOLE 2 22,000 0 0
INPHI CORP COM 45772F107 823 7,000 SH   SOLE 2 7,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,543 44,000 SH   SOLE 2 44,000 0 0
MICROSOFT CORP COM 594918104 3,561 17,500 SH   SOLE 2 17,500 0 0
MIMECAST LTD ORD SHS G14838109 1,458 35,000 SH   SOLE 2 35,000 0 0
PAYPAL HLDGS INC COM 70450Y103 2,352 13,500 SH   SOLE 2 13,500 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,706 19,500 SH   SOLE 2 19,500 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 708 24,000 SH   SOLE 2 24,000 0 0