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
ABSOLUTE SOFTWARE CORP COM 00386B109 2,680 225,000 SH   SOLE   225,000 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 12,314 1,006,863 SH   SOLE   1,006,863 0 0
ALLOT LTD SHS M0854Q105 12,484 1,186,711 SH   SOLE   1,186,711 0 0
AMERCO COM 023586100 62,799 138,337 SH   SOLE   138,337 0 0
APPLIED MATLS INC COM 038222105 45,684 529,363 SH   SOLE   529,363 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 66,292 2,276,502 SH   SOLE   2,276,502 0 0
BLUEBIRD BIO INC COM 09609G100 5,609 129,633 SH   SOLE   129,633 0 0
BOSTON PROPERTIES INC COM 101121101 24,687 261,152 SH   SOLE   261,152 0 0
BROOKS AUTOMATION INC NEW COM 114340102 1,276 18,800 SH   SOLE   18,800 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 152,411 3,628,845 SH   SOLE   3,628,845 0 0
CERUS CORP COM 157085101 1,141 164,843 SH   SOLE   164,843 0 0
CEVA INC COM 157210105 5,975 131,311 SH   SOLE   131,311 0 0
CHANGE HEALTHCARE INC COM 15912K100 38,992 2,090,734 SH   SOLE   2,090,734 0 0
CIENA CORP COM NEW 171779309 32,184 608,972 SH   SOLE   608,972 0 0
CREE INC COM 225447101 1,387 13,100 SH   SOLE   13,100 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 1,325 8,197 SH   SOLE   8,197 0 0
CYREN LTD SHS M26895108 377 365,804 SH   SOLE   365,804 0 0
DIGIMARC CORP NEW COM 25381B101 18,610 393,947 SH   SOLE   393,947 0 0
DMY TECHNOLOGY GROUP INC II *W EXP 07/29/202 233277110 2,127 500,488 SH   SOLE   500,488 0 0
DMY TECHNOLOGY GROUP INC II COM CL A 233277102 24,758 1,407,500 SH   SOLE   1,407,500 0 0
DSP GROUP INC COM 23332B106 29,188 1,759,345 SH   SOLE   1,759,345 0 0
EBAY INC. COM 278642103 178,672 3,555,661 SH   SOLE   3,555,661 0 0
EBAY INC. COM 278642103 100,862 2,007,200 SH Call SOLE   2,007,200 0 0
ESSENT GROUP LTD COM G3198U102 110,182 2,550,520 SH   SOLE   2,550,520 0 0
EVOGENE LTD SHS M4119S104 2,226 473,657 SH   SOLE   473,657 0 0
FLAGSTAR BANCORP INC COM PAR .001 337930705 30,019 736,494 SH   SOLE   736,494 0 0
FRONTDOOR INC COM 35905A109 84,364 1,680,226 SH   SOLE   1,680,226 0 0
GAMESTOP CORP NEW CL A 36467W109 95,159 5,050,915 SH   SOLE   5,050,915 0 0
GROUPON INC COM NEW 399473206 2,658 69,968 SH   SOLE   69,968 0 0
HILTON GRAND VACATIONS INC COM 43283X105 81,704 2,606,193 SH   SOLE   2,606,193 0 0
IMAX CORP COM 45245E109 2,085 115,710 SH   SOLE   115,710 0 0
IMMERSION CORP COM 452521107 4,278 378,946 SH   SOLE   378,946 0 0
INPHI CORP COM 45772F107 590 3,678 SH   SOLE   3,678 0 0
INTERPRIVATE ACQUISITION COR *W EXP 10/24/202 46064A111 5,804 1,415,494 SH   SOLE   1,415,494 0 0
INTERPRIVATE ACQUISITION COR COM 46064A103 10,848 746,102 SH   SOLE   746,102 0 0
IRSA PROPIEDADES COMERCIALES SPONSORED ADR 463588103 4,719 514,629 SH   SOLE   514,629 0 0
ITAU UNIBANCO HLDG S A SPON ADR REP PFD 465562106 4,750 780,000 SH   SOLE   780,000 0 0
LIBERTY MEDIA CORP DEL COM SER A FRMLA 531229870 2,815 74,100 SH   SOLE   74,100 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 70,100 1,645,533 SH   SOLE   1,645,533 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 127,241 927,274 SH   SOLE   927,274 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,739 57,613 SH   SOLE   57,613 0 0
MGM RESORTS INTERNATIONAL COM 552953101 12,572 399,000 SH   SOLE   399,000 0 0
MICROSOFT CORP COM 594918104 6,763 30,406 SH   SOLE   30,406 0 0
MITSUBISHI UFJ FINL GROUP IN SPONSORED ADS 606822104 3,323 750,000 SH   SOLE   750,000 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 28,214 165,906 SH   SOLE   165,906 0 0
NCR CORP NEW COM 62886E108 15,193 404,400 SH   SOLE   404,400 0 0
NLIGHT INC COM 65487K100 3,890 119,131 SH   SOLE   119,131 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 7,647 173,438 SH   SOLE   173,438 0 0
OUTFRONT MEDIA INC COM 69007J106 61,782 3,158,595 SH   SOLE   3,158,595 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 25,684 1,470,593 SH   SOLE   1,470,593 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 2,781 201,802 SH   SOLE   201,802 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 87,999 1,341,040 SH   SOLE   1,341,040 0 0
QORVO INC COM 74736K101 57,446 345,500 SH   SOLE   345,500 0 0
QUIDEL CORP COM 74838J101 17,802 99,090 SH   SOLE   99,090 0 0
RADCOM LTD SHS NEW M81865111 2,522 230,290 SH   SOLE   230,290 0 0
RADIAN GROUP INC COM 750236101 86,144 4,254,027 SH   SOLE   4,254,027 0 0
RADWARE LTD ORD M81873107 89,394 3,221,414 SH   SOLE   3,221,414 0 0
SIGNATURE BK NEW YORK N Y COM 82669G104 29,552 218,432 SH   SOLE   218,432 0 0
SILVER SPIKE ACQUISITION COR *W EXP 08/02/202 G8136L114 5,318 1,623,685 SH   SOLE   1,623,685 0 0
SILVER SPIKE ACQUISITION COR CL A SHS G8136L106 15,719 1,230,969 SH   SOLE   1,230,969 0 0
SILVERGATE CAP CORP CL A 82837P408 90,249 1,214,491 SH   SOLE   1,214,491 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 8,647 56,559 SH   SOLE   56,559 0 0
SOUTH MTN MERGER CORP *W EXP 06/20/202 838884112 2,464 578,417 SH   SOLE   578,417 0 0
SOUTH MTN MERGER CORP COM CL A 838884104 21,426 1,328,343 SH   SOLE   1,328,343 0 0
SWITCH INC CL A 87105L104 94,260 5,758,097 SH   SOLE   5,758,097 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 204,102 7,904,807 SH   SOLE   7,904,807 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 1,291 50,000 SH Call SOLE   50,000 0 0
VARONIS SYS INC COM 922280102 3,567 21,803 SH   SOLE   21,803 0 0
VERA BRADLEY INC COM 92335C106 13,728 1,724,677 SH   SOLE   1,724,677 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 99,577 2,219,732 SH   SOLE   2,219,732 0 0