Q1 2020 Holdings
Filed 2020-05-15 | 35 holdings | $104.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $104.5M | 2,625,524 | 99.7% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $86.7K | 1,058,604 | 0.1% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $43.8K | 2,750,866 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $38.0K | 443,606 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $32.3K | 506,716 | 0.0% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $27.3K | 1,084,946 | 0.0% |
| Radware LTD(RDWR) | ORD | M81873107 | $24.7K | 1,170,484 | 0.0% |
| Delek US Hldgs Inc New(DK) | COM | 24665A103 | $24.6K | 1,559,616 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $14.0K | 396,093 | 0.0% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $9.2K | 400,000 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $6.5K | 379,931 | 0.0% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $6.5K | 150,000 | 0.0% |
| Ping Identity Hldg Corp | COM | 72341T103 | $6.2K | 310,687 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.1K | 13,400 | 0.0% |
| SOL GEL Technologies(SLGL) | SHS | M8694L103 | $1.8K | 253,632 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $1.6K | 16,300 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $1.3K | 22,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.2K | 12,500 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $1.2K | 52,000 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $1.2K | 6,000 | 0.0% |
| Mellanox Technologies LTD | SHS | M51363113 | $1.1K | 9,000 | 0.0% |
| Tesla Inc MAY 20 Call 550Call | CALL | 88160R901 | $570 | 100 | 0.0% |
| Invesco QQQ TR APR 20 PUT 185Call | PUT | 46090E953 | $308 | 500 | 0.0% |
| WIX COM LTD APR 20 PUT 100Put | PUT | M98068955 | $210 | 300 | 0.0% |