Q3 2019 Holdings
Filed 2019-11-14 | 34 holdings | $96.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $95.9M | 2,443,794 | 99.3% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $330.0K | 5,000 | 0.3% |
| Sedg Solaredge Technologies(SEDG) | COM | 83417M104 | $117.3K | 1,400,746 | 0.1% |
| Delek US Hldgs Inc New(DK) | COM | 24665A103 | $65.5K | 1,803,700 | 0.1% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $30.0K | 1,557,382 | 0.0% |
| Radware(RDWR) | ORD | M81873107 | $29.9K | 1,232,202 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $26.3K | 439,965 | 0.0% |
| Mlnx Mellanox Technologies | SHS | M51363113 | $17.4K | 159,163 | 0.0% |
| Fiverr International LTD(FVRR) | ORD SHS | M4R82T106 | $17.2K | 918,189 | 0.0% |
| Ping Identity Hldg Corp | COM | 72341T103 | $8.6K | 500,000 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $3.5K | 60,000 | 0.0% |
| Arqule Inc(ARQLUSD) | COM | 04269E107 | $2.1K | 294,401 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7K | 12,400 | 0.0% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $1.4K | 21,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.1K | 10,400 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $1.1K | 11,000 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $924 | 37,000 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $656 | 3,500 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $567 | 16,200 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $520 | 8,400 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $421 | 17,800 | 0.0% |
| Medallia Inc(MDLA) | COM | 584021109 | $274 | 10,000 | 0.0% |
| Sunnova Energy Intl Inc(NOVAQ) | COM | 86745K104 | $161 | 15,000 | 0.0% |