Q4 2019 Holdings
Filed 2020-02-14 | 32 holdings | $103.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $102.6M | 2,404,057 | 99.2% |
| Cadence Design System Inc(CDNS) | COM | 127387108 | $347.0K | 5,000 | 0.3% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $152.3K | 1,601,879 | 0.1% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $55.7K | 2,312,961 | 0.1% |
| Delek US Hldgs Inc New(DK) | COM | 24665A103 | $53.8K | 1,604,312 | 0.1% |
| Cyberark Software LTD | SHS | M2682V108 | $47.6K | 408,439 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $45.2K | 581,818 | 0.0% |
| Radware LTD(RDWR) | ORD | M81873107 | $32.0K | 1,240,752 | 0.0% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $25.6K | 1,088,927 | 0.0% |
| Ping Identity Hldg Corp | COM | 72341T103 | $11.2K | 461,957 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.2K | 13,800 | 0.0% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $1.9K | 27,145 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $1.3K | 12,500 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $1.2K | 4,750 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.1K | 10,400 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $983 | 37,000 | 0.0% |
| Skyworks Solutions Inc FEB 20 Call 105Call | CALL | 83088M902 | $700 | 400 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $526 | 8,400 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $320 | 17,800 | 0.0% |