Q3 2018 Holdings
Filed 2018-11-14 | 21 holdings | $421.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mellanox Technologies LTD | SHS | M51363113 | $103.7K | 1,411,430 | 24.6% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $76.7K | 2,038,382 | 18.2% |
| Varonis Systems Inc(VRNS) | COM | 922280102 | $70.4K | 961,645 | 16.7% |
| Delek US Holdings | COM | 246647101 | $49.3K | 1,161,860 | 11.7% |
| Aquantia Corp(AQ) | COM | 03842Q108 | $43.0K | 3,362,668 | 10.2% |
| Radware LTD(RDWR) | ORD | M81873107 | $43.0K | 1,623,773 | 10.2% |
| Avaya Holdings Corp(AVYAUSD) | COM | 05351X101 | $23.7K | 1,070,975 | 5.6% |
| Orbotech LTD | ORD | M75253100 | $8.7K | 146,000 | 2.1% |
| Invesco QQQ TR JAN 19 P177 | PUT | 46090E953 | $2.7K | 4,500 | 0.7% |
| Vaneck Vectors ETF TR FEB 19 P103 | PUT | 92189F956 | $575 | 1,000 | 0.1% |