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
ALGOMA STL GROUP INC COM 015658107 1,444 224,220 SH   SOLE   224,220 0 0
ARES ACQUISITION CORPORATION COM CL A G33032106 19,500 1,963,759 SH   SOLE   1,963,759 0 0
ARES ACQUISITION CORPORATION W EXP 99/99/999 G33032122 32 278,466 SH   SOLE   278,466 0 0
BLACK STONE MINERALS L P COM UNIT 09225M101 11,033 705,000 SH   SOLE   705,000 0 0
CELESTICA INC SUB VTG SHS 15101Q108 3,717 441,970 SH   SOLE   441,970 0 0
CERAGON NETWORKS LTD ORD M22013102 5,872 3,208,611 SH   SOLE   3,208,611 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 28,770 256,831 SH   SOLE   256,831 0 0
CIENA CORP COM NEW 171779309 20,542 508,085 SH   SOLE   508,085 0 0
CVR PARTNERS LP COM 126633205 10,088 88,157 SH   SOLE   88,157 0 0
DELEK US HLDGS INC NEW COM 24665A103 2,488 91,674 SH   SOLE   91,674 0 0
FREEPORT-MCMORAN INC CALL 35671D907 325 1,652 SH   SOLE   1,652 0 0
GENCO SHIPPING & TRADING LTD SHS Y2685T131 8,019 640,000 SH   SOLE   640,000 0 0
SPDR GOLD TR GOLD SHS 78463V107 21,143 136,700 SH   SOLE   136,700 0 0
HESS CORP COM 42809H107 6,066 55,659 SH   SOLE   55,659 0 0
HF SINCLAIR CORP COM 403949100 8,076 150,000 SH   SOLE   150,000 0 0
ISHARES TR PUT 464287951 3,522 6,000 SH   SOLE   6,000 0 0
INNOVID CORP COMMON STOCK 457679108 2,698 995,579 SH   SOLE   995,579 0 0
INNOVID CORP *W EXP 11/30/202 457679116 46 94,998 SH   SOLE   94,998 0 0
MATTEL INC COM 577081102 5,771 304,694 SH   SOLE   304,694 0 0
NIGHTDRAGON ACQUISITION CORP W EXP 02/26/202 65413D113 26 260,000 SH   SOLE   260,000 0 0
NIGHTDRAGON ACQUISITION CORP CLASS A COM 65413D105 15,111 1,538,764 SH   SOLE   1,538,764 0 0
PALO ALTO NETWORKS INC COM 697435105 201 1,230 SH   SOLE   1,230 0 0
PEABODY ENGR CORP COM 704551100 13,622 548,851 SH   SOLE   548,851 0 0
RADWARE LTD ORD M81873107 10,281 471,828 SH   SOLE   471,828 0 0
ISHARES SILVER TR ISHARES 46428Q109 8,663 495,000 SH   SOLE   495,000 0 0
TABOOLA.COM LTD ORD SHS M8744T106 2,417 1,335,597 SH   SOLE   1,335,597 0 0
UNITED NAT FOODS INC COM 911163103 5,323 154,863 SH   SOLE   154,863 0 0
BARCLAYS BANK PLC CALL 06747C902 274 2,000 SH   SOLE   2,000 0 0
CHECK POINT SOFTWARE TECH LT ORD M22465104 89,780 801,460 SH   DFND 1 0 0 801,460
CIENA CORP ORD 171779309 79,970 1,977,985 SH   DFND 1 0 0 1,977,985
DELEK US HLDGS INC NEW COM 24665A103 46,817 1,725,000 SH   DFND 1 0 0 1,725,000
INNOVID CORP COMMON STOCK 457679108 5,436 2,005,875 SH   DFND 1 0 0 2,005,875
MATTEL INC ORDINARY SHARES 577081102 16,989 897,000 SH   DFND 1 0 0 897,000
MOSAIC CO NEW COM 61945C103 30,468 630,424 SH   DFND 1 0 0 630,424
PALO ALTO NETWORKS INC COM 697435105 36,833 224,877 SH   DFND 1 0 0 224,877
RADWARE LTD ORD M81873107 19,158 879,192 SH   DFND 1 0 0 879,192
TABOOLA.COM LTD ORD SHS M8744T106 5,370 2,967,003 SH   DFND 1 0 0 2,967,003
CHECK POINT SOFTWARE TECH LT ORD M22465104 13,442 120,000 SH   SOLE 2 120,000 0 0
CIENA CORP COM NEW 171779309 12,129 300,000 SH   SOLE 2 300,000 0 0
CISCO SYS INC COM 17275R102 2,960 74,000 SH   SOLE 2 74,000 0 0
DYNATRACE INC COM NEW 268150109 4,943 142,000 SH   SOLE 2 142,000 0 0
ELECTRONIC ARTS INC COM 285512109 13,885 120,000 SH   SOLE 2 120,000 0 0
EVENTBRITE INC COM CL A 29975E109 2,918 480,000 SH   SOLE 2 480,000 0 0
INNOVID CORP *W EXP 11/30/202 457679116 14 30,000 SH   SOLE 2 30,000 0 0
META PLATFORMS INC CL A 30303M102 2,714 20,000 SH   SOLE 2 20,000 0 0
NEXTDOOR HOLDINGS INC COM CL A 65345M108 3,348 1,200,000 SH   SOLE 2 1,200,000 0 0
NIGHTDRAGON ACQUISITION CORP *W EXP 02/26/202 65413D113 4 35,000 SH   SOLE 2 35,000 0 0
NXP SEMICONDUCTORS N V COM N6596X109 4,425 30,000 SH   SOLE 2 30,000 0 0
ORACLE CORP COM 68389X105 2,687 44,000 SH   SOLE 2 44,000 0 0
PALO ALTO NETWORKS INC COM 697435105 11,465 70,000 SH   SOLE 2 70,000 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 9,258 40,000 SH   SOLE 2 40,000 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 5,570 240,000 SH   SOLE 2 240,000 0 0