The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADESTO TECHNOLOGIES CORP COM 00687D101 5,350 625,000 SH   SOLE   625,000 0 0
ALLOT LTD SHS M0854Q105 3,835 475,750 SH   SOLE   475,750 0 0
AUDIOCODES LTD ORD M15342104 551 29,140 SH   SOLE   29,140 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 46,940 2,746,612 SH   SOLE   2,746,612 0 0
BIOLINERX LTD SPONSORED ADS 09071M205 1,327 502,587 SH   SOLE   502,587 0 0
CANOPY GROWTH CORP COM 138035100 459 20,000 SH Put SOLE   20,000 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 88,588 2,671,518 SH   SOLE   2,671,518 0 0
CERUS CORP COM 157085101 10,468 2,028,633 SH   SOLE   2,028,633 0 0
CEVA INC COM 157210105 1,162 38,920 SH   SOLE   38,920 0 0
CYREN LTD SHS M26895108 787 465,804 SH   SOLE   465,804 0 0
DIGIMARC CORP NEW COM 25381B101 28,574 730,975 SH   SOLE   730,975 0 0
DSP GROUP INC COM 23332B106 13,598 965,054 SH   SOLE   965,054 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 17,449 4,874,129 SH   SOLE   4,874,129 0 0
ERICSSON ADR B SEK 10 294821608 5,187 650,000 SH   SOLE   650,000 0 0
EVOGENE LTD SHS M4119S104 655 414,682 SH   SOLE   414,682 0 0
FINJAN HLDGS INC COM NEW 31788H303 129 64,048 SH   SOLE   64,048 0 0
FOAMIX PHARMACEUTICALS LTD SHS M46135105 2,298 755,998 SH   SOLE   755,998 0 0
FRONTDOOR INC COM 35905A109 38,213 786,770 SH   SOLE   786,770 0 0
GAIN CAP HLDGS INC COM 36268W100 14,512 2,748,482 SH   SOLE   2,748,482 0 0
GUESS INC COM 401617105 8,152 439,960 SH   SOLE   439,960 0 0
HILTON GRAND VACATIONS INC COM 43283X105 29,595 924,830 SH   SOLE   924,830 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 77,702 1,170,910 SH   SOLE   1,170,910 0 0
INTERCEPT PHARMACEUTICALS IN NOTE 2.000% 5/1 45845PAB4 4,537 5,000,000 PRN   SOLE   5,000,000 0 0
IRSA PROPIEDADES COMERCIALES SPONSORED ADR 463588103 7,330 563,833 SH   SOLE   563,833 0 0
KAR AUCTION SVCS INC COM 48238T109 4,910 200,000 SH   SOLE   200,000 0 0
KORNIT DIGITAL LTD SHS M6372Q113 12,913 419,518 SH   SOLE   419,518 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 179,570 1,733,130 SH   SOLE   1,733,130 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 3,626 35,000 SH Call SOLE   35,000 0 0
MICROSOFT CORP COM 594918104 4,199 30,200 SH   SOLE   30,200 0 0
MOELIS & CO CL A 60786M105 1,595 48,563 SH   SOLE   48,563 0 0
MONRO INC COM 610236101 924 11,700 SH Put SOLE   11,700 0 0
NLIGHT INC COM 65487K100 520 33,208 SH   SOLE   33,208 0 0
NOKIA CORP SPONSORED ADR 654902204 12,586 2,487,272 SH   SOLE   2,487,272 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 4,893 300,000 SH   SOLE   300,000 0 0
ON SEMICONDUCTOR CORP COM 682189105 30,016 1,562,500 SH   SOLE   1,562,500 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 10,062 605,032 SH   SOLE   605,032 0 0
PENNYMAC FINL SVCS INC COM 70932M107 24,245 798,052 SH   SOLE   798,052 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 41,312 5,282,837 SH   SOLE   5,282,837 0 0
RADCOM LTD SHS NEW M81865111 2,109 230,290 SH   SOLE   230,290 0 0
RADWARE LTD ORD M81873107 135,352 5,579,215 SH   SOLE   5,579,215 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 41,219 492,348 SH   SOLE   492,348 0 0
SWITCH INC CL A 87105L104 34,406 2,202,684 SH   SOLE   2,202,684 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 161,815 8,410,355 SH   SOLE   8,410,355 0 0
U S SILICA HLDGS INC COM 90346E103 41,330 4,323,193 SH   SOLE   4,323,193 0 0
UNIQURE NV SHS N90064101 4,963 126,100 SH   SOLE   126,100 0 0