Q2 2020 Holdings
Filed 2020-08-12 | 51 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $852.0K | 3,952 | 80.2% |
| Silicom LTD(SILC) | ORD | M84116108 | $21.2K | 578,100 | 2.0% |
| Invesco Currencyshares Euro(FXE)Put | EURO SHS | 46138K103 | $19.5K | 184,400 | 1.8% |
| Invesco Currencyshares Euro(FXE)Call | EURO SHS | 46138K103 | $19.5K | 184,400 | 1.8% |
| Nova Measuring Instruments L(NVMI) | COM | M7516K103 | $19.3K | 400,000 | 1.8% |
| Tower Semiconductor LTD(TSEM) | SHS NEW | M87915274 | $17.3K | 904,702 | 1.6% |
| Radware LTD(RDWR) | ORD | M81873107 | $17.2K | 728,000 | 1.6% |
| Cyberark Software LTD | SHS | M2682V108 | $15.0K | 151,000 | 1.4% |
| Redhill Biopharma LTD | SPONSORED ADS | 757468103 | $12.5K | 1,870,000 | 1.2% |
| Tufin Software Technologis L | SHS | M8893U102 | $11.9K | 1,250,000 | 1.1% |
| Verint SYS Inc(VTY) | COM | 92343X100 | $9.5K | 210,000 | 0.9% |
| Biondvax Pharmaceuticals LTD | SPOND ADS | 09073Q105 | $7.5K | 328,475 | 0.7% |
| Inmode LTD(INMD) | SHS | M5425M103 | $5.6K | 196,000 | 0.5% |
| WIX COM LTD(WIX) | SHS | M98068105 | $5.1K | 20,000 | 0.5% |
| Galmed Pharmaceuticals LTD(GLMD) | SHS | M47238106 | $4.7K | 985,000 | 0.4% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $3.5K | 40,000 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.4K | 516 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.1K | 772 | 0.1% |
| Ur-Energy Inc(URG) | COM | 91688R108 | $958 | 1,886,600 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $941 | 6,741 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $936 | 4,712 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $933 | 2,455 | 0.1% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $865 | 90,709 | 0.1% |
| Cloudera Inc(CLDR) | COM | 18914U100 | $810 | 63,649 | 0.1% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $711 | 2,197 | 0.1% |
| Intuit(INTU) | COM | 461202103 | $705 | 2,379 | 0.1% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $704 | 6,169 | 0.1% |
| Upwork Inc(UPWK) | COM | 91688F104 | $702 | 48,593 | 0.1% |
| Wayfair Inc(W) | CL A | 94419L101 | $701 | 3,547 | 0.1% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $699 | 5,467 | 0.1% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $572 | 15,581 | 0.1% |
| GLU Mobile Inc(GLUU) | COM | 379890106 | $569 | 61,419 | 0.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $551 | 9,571 | 0.1% |
| Amphenol Corp New(APH) | CL A | 032095101 | $542 | 5,656 | 0.1% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $515 | 4,057 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $469 | 2,303 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $463 | 6,096 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $460 | 8,929 | 0.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $426 | 12,144 | 0.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $415 | 5,937 | 0.0% |
| Cree Inc | COM | 225447101 | $403 | 6,814 | 0.0% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $390 | 3,640 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $362 | 5,992 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $350 | 355 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $349 | 2,907 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $279 | 14,090 | 0.0% |
| Draftkings Inc(DKNG1USD) | COM CL A | 26142R104 | $269 | 8,076 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $237 | 2,594 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $223 | 318 | 0.0% |
| Livent Corp(LTHM1EUR) | COM | 53814L108 | $175 | 28,417 | 0.0% |