Q1 2017 Holdings
Filed 2017-05-12 | 61 holdings | $125.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $56.9K | 3,648,178 | 0.0% |
| Colony Northstar Inc | CL A COM | 19625W104 | $57.1K | 4,421,777 | 0.0% |
| Truecar Inc(5TC) | COM | 89785L107 | $61.0K | 3,941,382 | 0.0% |
| Depomed Inc | COM | 249908104 | $67.8K | 5,400,005 | 0.1% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $76.9K | 1,287,023 | 0.1% |
| Radware LTD(RDWR) | ORD | M81873107 | $94.2K | 5,827,361 | 0.1% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $125.3K | 5,433,900 | 0.1% |
| D R Horton Inc(DHI) | COM | 23331A109 | $10.8M | 325,000 | 8.6% |
| Cerus Corp(CERS) | COM | 157085101 | $13.2M | 2,977,298 | 10.6% |
| Ceva Inc(CEVA) | COM | 157210105 | $46.3M | 1,304,527 | 36.9% |
| Axcelis Technologies Inc(ACLS) | COM NEW | 054540208 | $53.7M | 2,856,610 | 42.8% |