Q2 2017 Holdings
Filed 2017-08-14 | 22 holdings | $303.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mellanox Technologies LTD | SHS | M51363113 | $54.0K | 1,247,141 | 17.8% |
| Varonis Systems Inc(VRNS) | COM | 922280102 | $39.0K | 1,047,985 | 12.8% |
| Orbotech LTD | ORD | M75253100 | $34.6K | 1,061,686 | 11.4% |
| Delek US Holdings | COM | 246647101 | $34.3K | 1,296,208 | 11.3% |
| Radware LTD(RDWR) | ORD | M81873107 | $30.8K | 1,753,275 | 10.1% |
| Check Point Software Technologies LTD(CHKP) | ORD | M22465104 | $21.4K | 195,810 | 7.0% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $20.2K | 1,008,982 | 6.6% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $19.9K | 833,530 | 6.5% |
| Verint Systems Inc(VTY) | COM | 92343X100 | $18.5K | 453,378 | 6.1% |
| WIX(WIX) | SHS | M98068105 | $15.7K | 226,103 | 5.2% |
| Veon LTD | SPONSORED ADR | 91822M106 | $10.1K | 2,593,177 | 3.3% |
| Camtek Limited(CAMT) | ORD | M20791105 | $2.7K | 553,272 | 0.9% |
| Perion Network LTD | SHS | M78673106 | $2.5K | 1,272,101 | 0.8% |