Q2 2022 Holdings
Filed 2022-07-19 | 707 holdings | $193.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Inmode LTD(INMD) | SHS | M5425M103 | $14.9K | 663,692 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $15.2K | 43,682 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $15.5K | 532,285 | 0.0% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $15.6K | 164,262 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $15.9K | 87,083 | 0.0% |
| Check Point Software Tech LT(CHKP) | ORD | M22465104 | $16.7K | 137,528 | 0.0% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $17.3K | 408,783 | 0.0% |
| Union PAC Corp(UNP) | COM | 907818108 | $17.6K | 82,371 | 0.0% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $18.5K | 243,311 | 0.0% |
| Ormat Technologies Inc(ORA) | COM | 686688102 | $18.9K | 240,767 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $18.9K | 50,003 | 0.0% |
| Vanguard Intl Equity Index F(VPL) | FTSE PACIFIC ETF | 922042866 | $19.3K | 304,681 | 0.0% |
| Tufin Software Technologie | SHS | M8893U102 | $20.2K | 1,604,292 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $21.4K | 71,976 | 0.0% |
| Trane Technologies PLC(TT) | SHS | G8994E103 | $22.4K | 172,822 | 0.0% |
| Fedex Corp(FDX) | COM | 31428X106 | $22.6K | 99,117 | 0.0% |
| Corning Inc(GLW) | COM | 219350105 | $25.0K | 800 | 0.0% |
| Spdr SER TR(XSD) | S&P SEMICNDCTR | 78464A862 | $25.8K | 170,000 | 0.0% |
| Target Corp(TGT) | COM | 87612E106 | $26.2K | 185,168 | 0.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $28.7K | 189,601 | 0.0% |
| Cyberark Software LTD | SHS | M2682V108 | $30.0K | 234,136 | 0.0% |
| Allscripts Healthcare Solutn(MDRX) | COM | 01988P108 | $31.0K | 2,089 | 0.0% |
| Ishares TR(IGV) | EXPANDED TECH | 464287515 | $31.7K | 117,628 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $31.9K | 390,350 | 0.0% |
| First TR Exchange Traded FD(CIBR) | NASDAQ CYB ETF | 33734X846 | $32.0K | 795,670 | 0.0% |
| Kornit Digital LTD(KRNT) | SHS | M6372Q113 | $34.3K | 1,081,091 | 0.0% |
| Marvell Technology Inc(MRVL) | COM | 573874104 | $38.0K | 873,025 | 0.0% |
| Amdocs LTD(DOX) | SHS | G02602103 | $39.6K | 473,180 | 0.0% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $40.4K | 800,327 | 0.0% |
| Spdr SER TR(XME) | S&P METALS MNG | 78464A755 | $41.0K | 945,500 | 0.0% |
| Nice LTD(NSY) | SH | 653656108 | $42.9K | 222,897 | 0.0% |
| Invesco Exchange Traded FD T(RSPM) | S&P500 EQL MAT | 46137V316 | $43.7K | 282,000 | 0.0% |
| Blue Bird Corp(BLBD) | COM | 095306106 | $44.0K | 4,800 | 0.0% |
| Magic Software Enterprises L(MGIC) | ORD | 559166103 | $44.7K | 2,513,059 | 0.0% |
| Invesco Exch Traded FD TR II(KBWB) | KBW BK ETF | 46138E628 | $45.5K | 879,500 | 0.0% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $46.0K | 416 | 0.0% |
| Aspen Aerogels Inc(ASPN) | COM | 04523Y105 | $48.0K | 4,878 | 0.0% |
| Calix Inc(CALX) | COM | 13100M509 | $49.0K | 1,426 | 0.0% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $51.0K | 300 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $51.0K | 118,615 | 0.0% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $52.0K | 1,507 | 0.0% |
| Select Sector Spdr TR(XLC) | COMMUNICATION | 81369Y852 | $54.7K | 1,007,287 | 0.0% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $58.0K | 639 | 0.0% |
| Ceva Inc(CEVA) | COM | 157210105 | $60.0K | 1,784 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $61.0K | 193,398 | 0.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $61.6K | 484,778 | 0.0% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $61.8K | 1,338,976 | 0.0% |
| Constellation Energy Corp(CEG) | COM | 21037T109 | $62.0K | 1,085 | 0.0% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $63.0K | 197,532 | 0.0% |
| Ishares TR(SOXX) | ISHARES SEMICDTR | 464287523 | $64.5K | 184,445 | 0.0% |