Q1 2019 Holdings
Filed 2019-05-15 | 15 holdings | $337.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mellanox Technologies LTD | SHS | M51363113 | $99.6K | 841,565 | 29.5% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $63.6K | 1,688,533 | 18.8% |
| Delek US Hldgs Inc New(DK) | COM | 24665A103 | $60.2K | 1,652,105 | 17.8% |
| Mylan N V | SHS EURO | N59465109 | $38.0K | 1,340,676 | 11.2% |
| Radware LTD(RDWR) | ORD | M81873107 | $33.7K | 1,290,516 | 10.0% |
| Aquantia Corp(MSFT) | COM | 594918104 | $19.3K | 2,129,529 | 5.7% |
| Aquantia Corp(AQ) | COM | 03842Q108 | $8.7K | 960,239 | 2.6% |
| Avaya Hldgs Corp(AVYAUSD) | COM | 05351X101 | $7.3K | 436,203 | 2.2% |
| Palo Alto Networks Inc | COM | 697435AB1 | $7.0K | 28,766 | 2.1% |
| Invesco QQQ TR June 19 PUT 170(QQQ)Put | PUT | 46090E103 | $421 | 1,575 | 0.1% |