Q1 2018 Holdings
Filed 2018-05-14 | 16 holdings | $370.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mellanox Technologies LTD | SHS | M51363113 | $105.3K | 1,445,316 | 28.4% |
| Varonis Systems Inc(VRNS) | COM | 922280102 | $62.0K | 1,024,489 | 16.7% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $54.6K | 1,037,687 | 14.7% |
| Delek US Holdings | COM | 246647101 | $46.8K | 1,148,821 | 12.6% |
| Radware LTD(RDWR) | ORD | M81873107 | $38.3K | 1,795,495 | 10.4% |
| Orbotech LTD | ORD | M75253100 | $26.3K | 422,825 | 7.1% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $24.7K | 918,601 | 6.7% |
| Aquantia Corp(AQ) | COM | 03842Q108 | $12.2K | 452,402 | 3.3% |
| Tesla Inc | PUT | 88160R951 | $217 | 100 | 0.1% |