Q2 2020 Holdings
Filed 2020-08-14 | 37 holdings | $139.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ciena Corp(CIEN) | COM NEW | 171779309 | $138.9M | 2,563,984 | 99.7% |
| Solaredge Technologies Inc(SEDG) | COM | 83417M104 | $112.1K | 807,607 | 0.1% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADS | 881624209 | $63.8K | 5,176,190 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $49.5K | 498,686 | 0.0% |
| Delek US Hldgs Inc New(DK) | COM | 24665A103 | $42.8K | 2,458,979 | 0.0% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $40.6K | 2,127,144 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $38.9K | 933,164 | 0.0% |
| Radware LTD(RDWR) | ORD | M81873107 | $25.8K | 1,095,099 | 0.0% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $23.9K | 324,023 | 0.0% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $12.3K | 336,200 | 0.0% |
| Ishares Silver TR(SLV) | ISHARES | 46428Q109 | $9.7K | 567,448 | 0.0% |
| Vroom Inc | COM | 92918V109 | $7.8K | 150,088 | 0.0% |
| Spdr SER TR(XHB) | S&P HOMEBUILD | 78464A888 | $7.5K | 171,000 | 0.0% |
| Ping Identity Hldg Corp | COM | 72341T103 | $6.2K | 310,687 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.6K | 17,500 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.4K | 13,500 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $2.1K | 16,000 | 0.0% |
| SOL GEL Technologies(SLGL) | SHS | M8694L103 | $2.1K | 232,867 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $1.6K | 22,000 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $1.5K | 44,000 | 0.0% |
| Enphase Energy Inc(ENPH) | COM | 29355A107 | $1.3K | 28,000 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $823 | 7,000 | 0.0% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $754 | 88,000 | 0.0% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $708 | 24,000 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $401 | 4,000 | 0.0% |