Q4 2018 Holdings
Filed 2019-02-14 | 20 holdings | $378.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mellanox Technologies LTD | SHS | M51363113 | $116.0K | 1,255,954 | 30.7% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $62.0K | 1,765,495 | 16.4% |
| Delek US Holdings | COM | 246647101 | $48.7K | 1,496,692 | 12.9% |
| Radware LTD(RDWR) | ORD | M81873107 | $33.3K | 1,466,599 | 8.8% |
| Cyberark Software LTD | SHS | M2682V108 | $30.1K | 406,407 | 8.0% |
| Aquantia Corp(AQ) | COM | 03842Q108 | $28.6K | 3,265,607 | 7.6% |
| Teva Pharmaceuticals Inds LTD(TEVA) | SPONSORED ADR | 881624209 | $23.8K | 1,542,419 | 6.3% |
| Avaya Holdings Corp(AVYAUSD) | COM | 05351X101 | $18.1K | 1,245,512 | 4.8% |
| Mylan NV | SHS | N59465109 | $10.3K | 375,450 | 2.7% |
| Invesco QQQ TR JAN 19 P151Put | PUT | 46090E953 | $7.3K | 5,025 | 1.9% |
| Vaneck Vectors ETF TR JAN 19 P90Put | PUT | 92189F956 | $212 | 500 | 0.1% |