Q2 2018 Holdings
Filed 2018-08-14 | 15 holdings | $453.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mellanox Technologies LTD | SHS | M51363113 | $122.1K | 1,448,963 | 26.9% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $105.1K | 2,195,516 | 23.2% |
| Varonis Systems Inc(VRNS) | COM | 922280102 | $68.4K | 917,820 | 15.1% |
| Delek US Holdings | COM | 246647101 | $46.1K | 919,387 | 10.2% |
| Radware LTD(RDWR) | ORD | M81873107 | $44.6K | 1,762,250 | 9.8% |
| Aquantia Corp(AQ) | COM | 03842Q108 | $39.3K | 3,397,267 | 8.7% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $19.3K | 876,800 | 4.3% |
| Avaya Holdings Corp(AVYAUSD) | COM | 05351X101 | $8.5K | 424,968 | 1.9% |