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 5,313 625,000 SH   SOLE   625,000 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 3,840 480,000 SH   SOLE   480,000 0 0
ALLOT LTD SHS M0854Q105 4,044 475,750 SH   SOLE   475,750 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106 1,264 86,010 SH   SOLE   86,010 0 0
AUDIOCODES LTD ORD M15342104 749 29,140 SH   SOLE   29,140 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 67,437 2,798,206 SH   SOLE   2,798,206 0 0
BANCO SANTANDER SA ADR 05964H105 8,280 2,000,000 SH   SOLE   2,000,000 0 0
BIOLINERX LTD SPONSORED ADS 09071M205 1,414 628,562 SH   SOLE   628,562 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 111,426 2,920,744 SH   SOLE   2,920,744 0 0
CERUS CORP COM 157085101 8,455 2,003,633 SH   SOLE   2,003,633 0 0
CEVA INC COM 157210105 1,049 38,920 SH   SOLE   38,920 0 0
CYREN LTD SHS M26895108 596 465,804 SH   SOLE   465,804 0 0
DIGIMARC CORP NEW COM 25381B101 28,357 844,960 SH   SOLE   844,960 0 0
DSP GROUP INC COM 23332B106 15,609 991,664 SH   SOLE   991,664 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 22,816 3,988,889 SH   SOLE   3,988,889 0 0
EVOGENE LTD SHS M4119S104 630 414,682 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 1,686 506,214 SH   SOLE   506,214 0 0
FRONTDOOR INC COM 35905A109 56,483 1,191,114 SH   SOLE   1,191,114 0 0
GAIN CAP HLDGS INC COM 36268W100 10,857 2,748,482 SH   SOLE   2,748,482 0 0
GILDAN ACTIVEWEAR INC COM 375916103 6,423 217,500 SH   SOLE   217,500 0 0
GUESS INC COM 401617105 9,866 440,860 SH   SOLE   440,860 0 0
HILLENBRAND INC COM 431571108 3,821 114,700 SH   SOLE   114,700 0 0
HILTON GRAND VACATIONS INC COM 43283X105 61,532 1,789,248 SH   SOLE   1,789,248 0 0
ING GROEP N V SPONSORED ADR 456837103 1,205 100,000 SH   SOLE   100,000 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 151,073 1,219,121 SH   SOLE   1,219,121 0 0
INTERCEPT PHARMACEUTICALS IN NOTE 2.000% 5/1 45845PAB4 6,649 5,000,000 PRN   SOLE   5,000,000 0 0
IRSA PROPIEDADES COMERCIALES SPONSORED ADR 463588103 9,638 575,386 SH   SOLE   575,386 0 0
KORNIT DIGITAL LTD SHS M6372Q113 6,835 199,683 SH   SOLE   199,683 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 220,323 1,711,116 SH   SOLE   1,711,116 0 0
MICROSOFT CORP COM 594918104 4,763 30,200 SH   SOLE   30,200 0 0
MONRO INC COM 610236101 915 11,700 SH Put SOLE   11,700 0 0
NLIGHT INC COM 65487K100 2,701 133,208 SH   SOLE   133,208 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 23,148 1,298,275 SH   SOLE   1,298,275 0 0
ON SEMICONDUCTOR CORP COM 682189105 22,573 925,894 SH   SOLE   925,894 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 11,610 699,385 SH   SOLE   699,385 0 0
PENNYMAC FINL SVCS INC COM 70932M107 25,059 736,170 SH   SOLE   736,170 0 0
QUOTIENT TECHNOLOGY INC COM 749119103 54,631 5,540,691 SH   SOLE   5,540,691 0 0
RADCOM LTD SHS NEW M81865111 1,962 230,290 SH   SOLE   230,290 0 0
RADWARE LTD ORD M81873107 139,253 5,401,595 SH   SOLE   5,401,595 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 79,161 832,480 SH   SOLE   832,480 0 0
SWITCH INC CL A 87105L104 32,722 2,207,957 SH   SOLE   2,207,957 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 202,019 8,396,455 SH   SOLE   8,396,455 0 0
U S SILICA HLDGS INC COM 90346E103 28,083 4,566,337 SH   SOLE   4,566,337 0 0
UNIQURE NV SHS N90064101 14,324 199,884 SH   SOLE   199,884 0 0