The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 1,880,700 | 15,570 | SH | DFND | 15,570 | 0 | 0 | |||
AKAMAI TECHNOLOGIES INC | NOTE 1.125% 2/1 | 00971TAN1 | 1,472,820 | 1,500,000 | SH | DFND | 1,500,000 | 0 | 0 | |||
ALPHABET INC | CAP STK CL C | 02079K107 | 8,869,743 | 46,575 | SH | DFND | 46,575 | 0 | 0 | |||
AMAZON COM INC | COM | 023135106 | 12,516,200 | 57,050 | SH | DFND | 57,050 | 0 | 0 | |||
APPLE INC | COM | 037833100 | 5,008,400 | 20,000 | SH | DFND | 20,000 | 0 | 0 | |||
AUTODESK INC | COM | 052769106 | 2,216,775 | 7,500 | SH | DFND | 7,500 | 0 | 0 | |||
BLOCK INC | CL A | 852234103 | 849,900 | 10,000 | SH | DFND | 10,000 | 0 | 0 | |||
BROADCOM INC | COM | 11135F101 | 4,636,800 | 20,000 | SH | DFND | 20,000 | 0 | 0 | |||
CAMTEK LTD | ORD | M20791105 | 3,040,991 | 37,650 | SH | DFND | 37,650 | 0 | 0 | |||
CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | 881,200 | 40,000 | SH | DFND | 40,000 | 0 | 0 | |||
CIENA CORP | COM NEW | 171779309 | 1,696,200 | 20,000 | SH | DFND | 20,000 | 0 | 0 | |||
CLOUDFLARE INC | CL A COM | 18915M107 | 959,321 | 8,909 | SH | DFND | 8,909 | 0 | 0 | |||
COHERENT CORP | COM | 19247G107 | 757,840 | 8,000 | SH | DFND | 8,000 | 0 | 0 | |||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 496,600 | 2,000 | SH | DFND | 2,000 | 0 | 0 | |||
COMPASS INC | CL A | 20464U100 | 789,750 | 135,000 | SH | DFND | 135,000 | 0 | 0 | |||
CORNING INC | COM | 219350105 | 800,379 | 16,843 | SH | DFND | 16,843 | 0 | 0 | |||
COUPANG INC | CL A | 22266T109 | 769,300 | 35,000 | SH | DFND | 35,000 | 0 | 0 | |||
ELASTIC N V | ORD SHS | N14506104 | 1,208,776 | 12,200 | SH | DFND | 12,200 | 0 | 0 | |||
ENPHASE ENERGY INC | COM | 29355A107 | 1,617,414 | 23,550 | SH | DFND | 23,550 | 0 | 0 | |||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 931,650 | 5,000 | SH | DFND | 5,000 | 0 | 0 | |||
FIVERR INTL LTD | ORD SHS | M4R82T106 | 951,900 | 30,000 | SH | DFND | 30,000 | 0 | 0 | |||
GITLAB INC | CLASS A COM | 37637K108 | 1,577,800 | 28,000 | SH | DFND | 28,000 | 0 | 0 | |||
GLOBAL E ONLINE LTD | SHS | M5216V106 | 1,635,900 | 30,000 | SH | DFND | 30,000 | 0 | 0 | |||
HIPPO HLDGS INC | COM NEW | 433539202 | 1,017,260 | 38,000 | SH | DFND | 38,000 | 0 | 0 | |||
INTEL CORP | Call | 458140100 | 2,005,000 | 100,000 | SH | Call | DFND | 0 | 0 | 0 | ||
INVESCO QQQ TR | Put | 46090E103 | 39,364,711 | 77,000 | SH | Put | DFND | 77,000 | 0 | 0 | ||
JFROG LTD | ORD SHS | M6191J100 | 2,455,029 | 83,476 | SH | DFND | 83,476 | 0 | 0 | |||
KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 731,000 | 25,000 | SH | DFND | 25,000 | 0 | 0 | |||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 1,133,000 | 20,000 | SH | DFND | 20,000 | 0 | 0 | |||
MARVELL TECHNOLOGY INC | COM | 573874104 | 6,074,750 | 55,000 | SH | DFND | 55,000 | 0 | 0 | |||
META PLATFORMS INC | CL A | 30303M102 | 11,710,200 | 20,000 | SH | DFND | 20,000 | 0 | 0 | |||
MICRON TECHNOLOGY INC | COM | 595112103 | 2,104,000 | 25,000 | SH | DFND | 25,000 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 6,862,020 | 16,280 | SH | DFND | 16,280 | 0 | 0 | |||
MOBILEYE GLOBAL INC | Call | 60741F104 | 1,195,200 | 60,000 | SH | Call | DFND | 0 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 1,183,400 | 2,000 | SH | DFND | 2,000 | 0 | 0 | |||
NANO DIMENSION LTD | SPONSORD ADS NEW | 63008G203 | 1,120,829 | 451,947 | SH | DFND | 451,947 | 0 | 0 | |||
NETFLIX INC | COM | 64110L106 | 1,836,119 | 2,060 | SH | DFND | 2,060 | 0 | 0 | |||
NICE LTD | Call | 653656108 | 4,246,000 | 25,000 | SH | Call | DFND | 0 | 0 | 0 | ||
NOVA LTD | COM | M7516K103 | 886,275 | 4,500 | SH | DFND | 4,500 | 0 | 0 | |||
NVIDIA CORPORATION | COM | 67066G104 | 2,336,646 | 17,400 | SH | DFND | 17,400 | 0 | 0 | |||
ODDITY TECH LTD | SHS CL A | M7518J104 | 1,890,900 | 45,000 | SH | DFND | 45,000 | 0 | 0 | |||
ON SEMICONDUCTOR CORP | NOTE 0.500% 3/0 | 682189AU9 | 2,644,003 | 2,800,000 | SH | DFND | 2,800,000 | 0 | 0 | |||
PAYCOM SOFTWARE INC | COM | 70432V102 | 478,605 | 2,335 | SH | DFND | 2,335 | 0 | 0 | |||
PAYLOCITY HLDG CORP | COM | 70438V106 | 644,288 | 3,230 | SH | DFND | 3,230 | 0 | 0 | |||
PERION NETWORK LTD | SHS NEW | M78673114 | 995,369 | 117,517 | SH | DFND | 117,517 | 0 | 0 | |||
QUALCOMM INC | COM | 747525103 | 2,116,884 | 13,780 | SH | DFND | 13,780 | 0 | 0 | |||
SALESFORCE INC | COM | 79466L302 | 785,676 | 2,350 | SH | DFND | 2,350 | 0 | 0 | |||
SENTINELONE INC | CL A | 81730H109 | 1,665,000 | 75,000 | SH | DFND | 75,000 | 0 | 0 | |||
SHIFT4 PMTS INC | CL A | 82452J109 | 830,240 | 8,000 | SH | DFND | 8,000 | 0 | 0 | |||
SHL TELEMEDICINE LTD | SPONSORED ADS | 78423T200 | 86,501 | 32,642 | SH | DFND | 32,642 | 0 | 0 | |||
SIMILARWEB LTD | SHS | M84137104 | 2,325,935 | 164,145 | SH | DFND | 164,145 | 0 | 0 | |||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 816,000 | 60,000 | SH | DFND | 60,000 | 0 | 0 | |||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 894,760 | 2,000 | SH | DFND | 2,000 | 0 | 0 | |||
TABOOLA.COM LTD | ORD SHS | M8744T106 | 730,000 | 200,000 | SH | DFND | 200,000 | 0 | 0 | |||
UBER TECHNOLOGIES INC | COM | 90353T100 | 2,804,880 | 46,500 | SH | DFND | 46,500 | 0 | 0 | |||
UNITY SOFTWARE INC | COM | 91332U101 | 1,128,309 | 50,214 | SH | DFND | 50,214 | 0 | 0 | |||
VALENS SEMICONDUCTOR LTD | ORDINARY SHARES | M9607U115 | 1,030,481 | 396,339 | SH | DFND | 396,339 | 0 | 0 | |||
VEEVA SYS INC | CL A COM | 922475108 | 630,750 | 3,000 | SH | DFND | 3,000 | 0 | 0 | |||
WESTERN DIGITAL CORP | COM | 958102105 | 715,560 | 12,000 | SH | DFND | 12,000 | 0 | 0 | |||
WIX COM LTD | SHS | M98068105 | 2,681,875 | 12,500 | SH | DFND | 12,500 | 0 | 0 | |||
WORKDAY INC | CL A | 98138H101 | 4,386,510 | 17,000 | SH | DFND | 17,000 | 0 | 0 | |||
ZOOM COMMUNICATIONS INC | CL A | 98980L101 | 816,100 | 10,000 | SH | DFND | 10,000 | 0 | 0 |