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 |
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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 | 4,218,504 | 41,060 | SH | DFND | 41,060 | 0 | 0 | |||
AKAMAI TECHNOLOGIES INC | NOTE 1.125% 2/1 | 00971TAN1 | 1,905,035 | 2,000,000 | SH | DFND | 2,000,000 | 0 | 0 | |||
ALPHABET INC | CAP STK CL C | 02079K107 | 2,390,319 | 15,300 | SH | DFND | 15,300 | 0 | 0 | |||
AMAZON COM INC | COM | 023135106 | 11,548,782 | 60,700 | SH | DFND | 60,700 | 0 | 0 | |||
APPLE INC | COM | 037833100 | 2,723,314 | 12,260 | SH | DFND | 12,260 | 0 | 0 | |||
APPLIED MATLS INC | COM | 038222105 | 2,583,136 | 17,800 | SH | DFND | 17,800 | 0 | 0 | |||
ATLASSIAN CORPORATION | CL A | 049468101 | 1,701,924 | 8,020 | SH | DFND | 8,020 | 0 | 0 | |||
AUTODESK INC | COM | 052769106 | 1,439,900 | 5,500 | SH | DFND | 5,500 | 0 | 0 | |||
BLOCK INC | CL A | 852234103 | 543,300 | 10,000 | SH | DFND | 10,000 | 0 | 0 | |||
BROADCOM INC | COM | 11135F101 | 3,683,460 | 22,000 | SH | DFND | 22,000 | 0 | 0 | |||
CAMTEK LTD | ORD | M20791105 | 1,700,270 | 29,000 | SH | DFND | 29,000 | 0 | 0 | |||
CEVA INC | COM | 157210105 | 1,101,230 | 43,000 | SH | DFND | 43,000 | 0 | 0 | |||
CIENA CORP | COM NEW | 171779309 | 725,160 | 12,000 | SH | DFND | 12,000 | 0 | 0 | |||
CLOUDFLARE INC | CL A COM | 18915M107 | 676,140 | 6,000 | SH | DFND | 6,000 | 0 | 0 | |||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 602,805 | 3,500 | SH | DFND | 3,500 | 0 | 0 | |||
COMPASS INC | CL A | 20464U100 | 1,047,600 | 120,000 | SH | DFND | 120,000 | 0 | 0 | |||
COUPANG INC | CL A | 22266T109 | 767,550 | 35,000 | SH | DFND | 35,000 | 0 | 0 | |||
CYBERARK SOFTWARE LTD | SHS | M2682V108 | 1,862,718 | 5,511 | SH | DFND | 5,511 | 0 | 0 | |||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 2,491,585 | 27,335 | SH | DFND | 27,335 | 0 | 0 | |||
ELASTIC N V | ORD SHS | N14506104 | 1,278,585 | 14,350 | SH | DFND | 14,350 | 0 | 0 | |||
GITLAB INC | CLASS A COM | 37637K108 | 1,600,820 | 34,060 | SH | DFND | 34,060 | 0 | 0 | |||
GLOBAL E ONLINE LTD | SHS | M5216V106 | 1,069,500 | 30,000 | SH | DFND | 30,000 | 0 | 0 | |||
HIPPO HLDGS INC | COM NEW | 433539202 | 639,000 | 25,000 | SH | DFND | 25,000 | 0 | 0 | |||
HUBSPOT INC | COM | 443573100 | 1,102,590 | 1,930 | SH | DFND | 1,930 | 0 | 0 | |||
INTEL CORP | COM | 458140100 | 2,271,000 | 100,000 | SH | DFND | 100,000 | 0 | 0 | |||
INTEL CORP | COM | 458140100 | 2,271,000 | 100,000 | SH | Call | DFND | 0 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 9,378,400 | 20,000 | SH | Put | DFND | 20,000 | 0 | 0 | ||
JFROG LTD | ORD SHS | M6191J100 | 1,920,000 | 60,000 | SH | DFND | 60,000 | 0 | 0 | |||
KORNIT DIGITAL LTD | SHS | M6372Q113 | 763,200 | 40,000 | SH | DFND | 40,000 | 0 | 0 | |||
KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 1,431,310 | 41,000 | SH | DFND | 41,000 | 0 | 0 | |||
LATTICE SEMICONDUCTOR CORP | COM | 518415104 | 1,311,250 | 25,000 | SH | DFND | 25,000 | 0 | 0 | |||
MARVELL TECHNOLOGY INC | COM | 573874104 | 1,988,711 | 32,300 | SH | DFND | 32,300 | 0 | 0 | |||
META PLATFORMS INC | CL A | 30303M102 | 11,190,029 | 19,415 | SH | DFND | 19,415 | 0 | 0 | |||
MICRON TECHNOLOGY INC | COM | 595112103 | 3,041,150 | 35,000 | SH | DFND | 35,000 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 6,323,069 | 16,844 | SH | DFND | 16,844 | 0 | 0 | |||
MONDAY COM LTD | SHS | M7S64H106 | 1,587,835 | 6,530 | SH | DFND | 6,530 | 0 | 0 | |||
NANO DIMENSION LTD | SPONSORD ADS NEW | 63008G203 | 718,596 | 451,947 | SH | DFND | 451,947 | 0 | 0 | |||
NETFLIX INC | COM | 64110L106 | 1,771,807 | 1,900 | SH | DFND | 1,900 | 0 | 0 | |||
NICE LTD | SPONSORED ADR | 653656108 | 2,158,380 | 14,000 | SH | DFND | 14,000 | 0 | 0 | |||
NICE LTD | SPONSORED ADR | 653656108 | 4,285,926 | 27,800 | SH | Call | DFND | 0 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 4,010,060 | 37,000 | SH | DFND | 37,000 | 0 | 0 | |||
ODDITY TECH LTD | SHS CL A | M7518J104 | 1,297,800 | 30,000 | SH | DFND | 30,000 | 0 | 0 | |||
ON SEMICONDUCTOR CORP | NOTE 0.500% 3/0 | 682189AU9 | 3,277,221 | 3,800,000 | SH | DFND | 3,800,000 | 0 | 0 | |||
PAYCOM SOFTWARE INC | COM | 70432V102 | 510,151 | 2,335 | SH | DFND | 2,335 | 0 | 0 | |||
PAYLOCITY HLDG CORP | COM | 70438V106 | 605,108 | 3,230 | SH | DFND | 3,230 | 0 | 0 | |||
PERION NETWORK LTD | SHS NEW | M78673114 | 3,859,337 | 474,120 | SH | DFND | 474,120 | 0 | 0 | |||
QUALCOMM INC | COM | 747525103 | 1,536,100 | 10,000 | SH | DFND | 10,000 | 0 | 0 | |||
SALESFORCE INC | COM | 79466L302 | 6,590,922 | 24,560 | SH | DFND | 24,560 | 0 | 0 | |||
SENTINELONE INC | CL A | 81730H109 | 2,545,200 | 140,000 | SH | Call | DFND | 0 | 0 | 0 | ||
SERVE ROBOTICS INC | COM | 81758H106 | 86,250 | 15,000 | SH | DFND | 15,000 | 0 | 0 | |||
SHIFT4 PMTS INC | CL A | 82452J109 | 653,680 | 8,000 | SH | DFND | 8,000 | 0 | 0 | |||
SHL TELEMEDICINE LTD | SPONSORED ADS | 78423T200 | 67,667 | 32,642 | SH | DFND | 32,642 | 0 | 0 | |||
SIMILARWEB LTD | SHS | M84137104 | 2,454,164 | 296,755 | SH | DFND | 296,755 | 0 | 0 | |||
SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 2,329,920 | 144,000 | SH | DFND | 144,000 | 0 | 0 | |||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,796,950 | 5,000 | SH | Put | DFND | 5,000 | 0 | 0 | ||
SUNRUN INC | NOTE 4.000% 3/0 | 86771WAD7 | 359,757 | 500,000 | SH | DFND | 500,000 | 0 | 0 | |||
TABOOLA.COM LTD | ORD SHS | M8744T106 | 531,000 | 180,000 | SH | DFND | 180,000 | 0 | 0 | |||
TESLA INC | COM | 88160R101 | 3,731,904 | 14,400 | SH | DFND | 14,400 | 0 | 0 | |||
THE TRADE DESK INC | COM CL A | 88339J105 | 547,200 | 10,000 | SH | DFND | 10,000 | 0 | 0 | |||
UBER TECHNOLOGIES INC | COM | 90353T100 | 2,550,100 | 35,000 | SH | DFND | 35,000 | 0 | 0 | |||
UNITY SOFTWARE INC | COM | 91332U101 | 979,500 | 50,000 | SH | DFND | 50,000 | 0 | 0 | |||
VALENS SEMICONDUCTOR LTD | ORDINARY SHARES | M9607U115 | 816,692 | 400,339 | SH | DFND | 400,339 | 0 | 0 | |||
VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 7,401,450 | 35,000 | SH | Put | DFND | 35,000 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 485,160 | 12,000 | SH | DFND | 12,000 | 0 | 0 | |||
WORKDAY INC | CL A | 98138H101 | 1,634,710 | 7,000 | SH | DFND | 7,000 | 0 | 0 | |||
ZOOM COMMUNICATIONS INC | CL A | 98980L101 | 737,700 | 10,000 | SH | DFND | 10,000 | 0 | 0 |