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
AMERICAN WELL CORP CL A 03044L105 10,715 423,000 SH   SOLE   423,000 0 0
ARKO CORP COM 041242108 22,273 2,474,760 SH   SOLE   2,474,760 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 8,628 200,000 SH   SOLE   200,000 0 0
C3 AI INC CL A 12468P104 3,663 26,400 SH   SOLE   26,400 0 0
CERTARA INC COM 15687V109 7,418 220,000 SH   SOLE   220,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 45,524 342,518 SH   SOLE   342,518 0 0
CIENA CORP COM NEW 171779309 24,163 457,209 SH   SOLE   457,209 0 0
CYBERARK SOFTWARE LTD NOTE 23248VAB1 27,691 171,365 SH   SOLE   171,365 0 0
DATTO HLDG CORP COM 23821D100 8,756 324,310 SH   SOLE   324,310 0 0
DELEK US HLDGS INC NEW COM 24665A103 6,626 412,344 SH   SOLE   412,344 0 0
FLEX LTD ORD Y2573F102 18,961 1,054,544 SH   SOLE   1,054,544 0 0
JAMF HLDG CORP COM 47074L105 12,443 415,872 SH   SOLE   415,872 0 0
JFROG LTD ORD SHS M6191J100 2,262 36,000 SH   SOLE   36,000 0 0
PING IDENTITY HLDG CORP COM 72341T103 10,024 350,000 SH   SOLE   350,000 0 0
RADWARE LTD ORD M81873107 12,697 457,566 SH   SOLE   457,566 0 0
RIGEL PHARMACEUTICALS INC COM NEW 766559603 6,405 1,830,000 SH   SOLE   1,830,000 0 0
SAILPOINT TECHNOLOGIES HLDGS NOTE 78781PAB1 28,912 543,042 SH   SOLE   543,042 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 18,509 58,000 SH   SOLE   58,000 0 0
ISHARES SILVER TR ISHARES 46428Q109 21,613 879,650 SH   SOLE   879,650 0 0
SOL GEL TECHNOLOGIES SHS M8694L103 2,002 204,463 SH   SOLE   204,463 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 12,505 484,308 SH   SOLE   484,308 0 0
VROOM INC COM 92918V109 5,736 140,000 SH   SOLE   140,000 0 0
ARKO CORP COM 041242108 31,727 3,525,240 SH   DFND 1 0 0 3,525,240
CHECK POINT SOFTWARE TECH LT ORD M22465104 191,474 1,440,630 SH   DFND 1 0 0 1,440,630
CIENA CORP COM NEW 171779309 54,436 1,030,000 SH   DFND 1 0 0 1,030,000
CYBERARK SOFTWARE LTD NOTE 23248VAB1 81,239 502,750 SH   DFND 1 0 0 502,750
DELEK US HLDGS INC NEW COM 24665A103 22,016 1,370,000 SH   DFND 1 0 0 1,370,000
FLEX LTD ORD Y2573F102 20,513 1,140,857 SH   DFND 1 0 0 1,140,857
JAMF HLDG CORP COM 47074L105 15,558 520,000 SH   DFND 1 0 0 520,000
RADWARE LTD ORD M81873107 18,188 655,408 SH   DFND 1 0 0 655,408
SAILPOINT TECHNOLOGIES HLDGS NOTE 78781PAB1 41,927 787,500 SH   DFND 1 0 0 787,500
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 24,996 968,094 SH   DFND 1 0 0 968,094
AIRBNB INC COM CL A 009066101 147 1,000 SH   SOLE 2 1,000 0 0
AMERICAN WELL CORP CL A 03044L105 1,191 47,000 SH   SOLE 2 47,000 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100 2,588 60,000 SH   SOLE 2 60,000 0 0
C3 AI INC CL A 12468P104 555 4,000 SH   SOLE 2 4,000 0 0
CERTARA INC COM 15687V109 1,012 30,000 SH   SOLE 2 30,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 5,981 45,000 SH   SOLE 2 45,000 0 0
CINEMARK HLDGS INC COM 17243V102 871 50,000 SH   SOLE 2 50,000 0 0
DATTO HLDG CORP COM 23821D100 973 36,040 SH   SOLE 2 36,040 0 0
ELECTRONIC ARTS INC COM 285512109 4,308 30,000 SH   SOLE 2 30,000 0 0
EVENTBRITE INC COM CL A 29975E109 1,810 100,000 SH   SOLE 2 100,000 0 0
FLEX LTD ORD Y2573F102 3,596 200,000 SH   SOLE 2 200,000 0 0
JAMF HLDG CORP COM 47074L105 7,480 250,000 SH   SOLE 2 250,000 0 0
JFROG LTD ORD SHS M6191J100 251 4,000 SH   SOLE 2 4,000 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,377 50,000 SH   SOLE 2 50,000 0 0
MOHAWK GROUP HLDGS INC COM 608189106 602 35,000 SH   SOLE 2 35,000 0 0
ONE COM CL A G7000X105 342 31,759 SH   SOLE 2 31,759 0 0
PAYPAL HLDGS INC COM 70450Y103 4,684 20,000 SH   SOLE 2 20,000 0 0
SAILPOINT TECHNOLOGIES HLDGS NOTE 78781PAB1 6,655 125,000 SH   SOLE 2 125,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 4,468 14,000 SH   SOLE 2 14,000 0 0
VROOM INC COM 92918V109 410 10,000 SH   SOLE 2 10,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 4,939 130,000 SH   SOLE 2 130,000 0 0