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
SPDR GOLD TR CALL 78463V907 220 500 SH   SOLE   500 0 0
SPDR GOLD TR GOLD SHS 78463V107 23,096 137,100 SH   SOLE   137,100 0 0
CELESTICA INC SUB VTG SHS 15101Q108 8,915 917,209 SH   SOLE   917,209 0 0
ISHARES TR CALL 464288953 3,360 6,000 SH   SOLE   6,000 0 0
CVR PARTNERS LP COM 126633205 9,157 91,707 SH   SOLE   91,707 0 0
HF SINCLAIR CORP SHS 403949100 7,866 174,177 SH   SOLE   174,177 0 0
CERAGON NETWORKS LTD CALL M22013902 4,637 1,804,226 SH   SOLE   1,804,226 0 0
SPDR GOLD TR CALL 78463V907 82 250 SH   SOLE   250 0 0
UNITED NAT FOODS INC COM UNIT 911163103 7,113 180,524 SH   SOLE   180,524 0 0
BLACK STONE MINERALS L P CALL 09225M901 9,651 705,000 SH   SOLE   705,000 0 0
MATTEL INC ORDINARY SHARES 577081102 1,117 50,000 SH   SOLE   50,000 0 0
ALGOMA STL GROUP INC COM 015658107 6,297 701,219 SH   SOLE   701,219 0 0
PEABODY ENGR CORP COM 704551100 9,827 460,720 SH   SOLE   460,720 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 13,353 691,148 SH   SOLE   691,148 0 0
ARES ACQUISITION CORPORATION W EXP 99/99/999 G33032122 64 278,466 SH   SOLE   278,466 0 0
INNOVID CORP W EXP 02/17/202 457679116 21 94,998 SH   SOLE   94,998 0 0
TABOOLA.COM LTD ORD SHS M8744T106 3,459 1,367,123 SH   SOLE   1,367,123 0 0
PALO ALTO NETWORKS INC COM 697435105 15,021 30,410 SH   SOLE   30,410 0 0
PLAYTIKA HLDG CORP COM 72815L107 1,835 138,599 SH   SOLE   138,599 0 0
ISHARES SILVER TR ISHARES 46428Q109 10,185 546,404 SH   SOLE   546,404 0 0
NIGHTDRAGON ACQUISITION CORP W EXP 02/26/202 65413D113 70 260,000 SH   SOLE   260,000 0 0
INNOVID CORP COMMON STOCK 457679108 1,829 1,101,572 SH   SOLE   1,101,572 0 0
CIENA CORP COM NEW 171779309 21,038 460,356 SH   SOLE   460,356 0 0
DELEK US HLDGS INC NEW COM 24665A103 267 10,327 SH   SOLE   10,327 0 0
ARES ACQUISITION CORPORATION COM CL A G33032106 19,304 1,963,759 SH   SOLE   1,963,759 0 0
RADWARE LTD ORD M81873107 9,175 423,383 SH   SOLE   423,383 0 0
NIGHTDRAGON ACQUISITION CORP CLASS A COM 65413D105 15,003 1,538,764 SH   SOLE   1,538,764 0 0
MOSAIC CO NEW COM 61945C103 6,012 127,285 SH   SOLE   127,285 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 29,372 241,190 SH   SOLE   241,190 0 0
MOSAIC CO NEW COM 61945C103 33,701 713,553 SH   DFND 1 0 0 713,553
ZIM INTEGRATED SHIPPING SERV SHS M9T951109 43,363 918,131 SH   DFND 1 0 0 918,131
CIENA CORP ORD 61945C103 71,678 1,568,436 SH   DFND 1 0 0 1,568,436
RADWARE LTD ORD 697435105 17,573 810,948 SH   DFND 1 0 0 810,948
CHECK POINT SOFTWARE TECH LT ORD M22465104 87,682 720,000 SH   DFND 1 0 0 720,000
INNOVID CORP COMMON STOCK 171779309 3,677 2,214,831 SH   DFND 1 0 0 2,214,831
PALO ALTO NETWORKS INC COM M22465104 37,025 74,959 SH   DFND 1 0 0 74,959
TABOOLA.COM LTD ORD SHS M8744T106 7,684 3,037,167 SH   DFND 1 0 0 3,037,167
PLAYTIKA HLDG CORP COM 457679108 5,718 431,855 SH   DFND 1 0 0 431,855
DELEK US HLDGS INC NEW COM 24665A103 18,429 713,179 SH   DFND 1 0 0 713,179
META PLATFORMS INC CL A 30303M102 3,386 21,000 SH   SOLE 2 21,000 0 0
ALPHABET INC CAP STK CL C 02079K107 3,500 1,600 SH   SOLE 2 1,600 0 0
ELECTRONIC ARTS INC COM 285512109 14,598 120,000 SH   SOLE 2 120,000 0 0
EVENTBRITE INC COM CL A 29975E109 4,930 480,000 SH   SOLE 2 480,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 3,371 20,000 SH   SOLE 2 20,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,441 30,000 SH   SOLE 2 30,000 0 0
CHECK POINT SOFTWARE TECH LT CON NEW M22465104 10,230 84,000 SH   SOLE 2 84,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 8,758 32,000 SH   SOLE 2 32,000 0 0
CISCO SYS INC COM 17275R102 4,008 94,000 SH   SOLE 2 94,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 5,846 240,000 SH   SOLE 2 240,000 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 3,641 1,100,000 SH   SOLE 2 1,100,000 0 0
NIGHTDRAGON ACQUISITION CORP W EXP 02/26/202 65413D113 9 35,000 SH   SOLE 2 35,000 0 0
ORACLE CORP COM 68389X105 3,354 48,000 SH   SOLE 2 48,000 0 0
CIENA CORP COM NEW 171779309 12,796 280,000 SH   SOLE 2 280,000 0 0
PALO ALTO NETWORKS INC COM 697435105 13,830 28,000 SH   SOLE 2 28,000 0 0
DYNATRACE INC COM NEW 268150109 5,600 142,000 SH   SOLE 2 142,000 0 0
INNOVID CORP W EXP 02/17/202 457679116 7 30,000 SH   SOLE 2 30,000 0 0
VISA INC COM CL A 92826C839 3,150 16,000 SH   SOLE 2 16,000 0 0