Q1 2017 Holdings
Filed 2017-05-15 | 23 holdings | $283.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mellanox Technologies LTD | SHS | M51363113 | $58.2K | 1,143,127 | 20.5% |
| Delek US Holdings | COM | 246647101 | $35.6K | 1,465,017 | 12.5% |
| Varonis Systems Inc(VRNS) | COM | 922280102 | $33.9K | 1,065,917 | 12.0% |
| Check Point Software Technologies LTD(CHKP) | ORD | M22465104 | $32.4K | 315,922 | 11.4% |
| Orbotech LTD | ORD | M75253100 | $28.9K | 897,383 | 10.2% |
| Verint Systems Inc(VTY) | COM | 92343X100 | $25.9K | 595,978 | 9.1% |
| Radware LTD(RDWR) | ORD | M81873107 | $23.9K | 1,476,495 | 8.4% |
| WIX(WIX) | SHS | M98068105 | $18.1K | 265,916 | 6.4% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $11.9K | 518,283 | 4.2% |
| Veon LTD | SPONSORED ADR | 91822M106 | $7.6K | 1,855,796 | 2.7% |
| Camtek Limited(CAMT) | ORD | M20791105 | $2.8K | 735,964 | 1.0% |
| Protalix | COM | 74365A101 | $2.1K | 1,571,708 | 0.8% |
| Ormat Technologies Inc(ORA) | COM | 686688102 | $1.7K | 30,025 | 0.6% |
| Senomyx Inc | COM | 81724Q107 | $432 | 436,522 | 0.2% |