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
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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   9,605,211 67,690 SH   SOLE   67,690 0 0
AKAMAI TECHNOLOGIES INC NOTE 1.125% 2/1 00971TAN1   1,906,038 2,000,000 SH   SOLE   2,000,000 0 0
AMAZON COM INC COM 023135106   13,617,537 62,070 SH   SOLE   62,070 0 0
ANALOG DEVICES INC COM 032654105   1,832,754 7,700 SH   SOLE   7,700 0 0
APPLE INC COM 037833100   3,038,568 14,810 SH   SOLE   14,810 0 0
APPLIED MATLS INC COM 038222105   4,633,502 25,310 SH   SOLE   25,310 0 0
ATLASSIAN CORPORATION CL A 049468101   1,778,053 8,755 SH   SOLE   8,755 0 0
BLOCK INC CL A 852234103   1,073,294 15,800 SH   SOLE   15,800 0 0
BROADCOM INC COM 11135F101   5,471,653 19,850 SH   SOLE   19,850 0 0
CAMTEK LTD ORD M20791105   4,228,000 50,000 SH   SOLE   50,000 0 0
CELLEBRITE DI LTD ORDINARY SHARES M2197Q107   1,120,000 70,000 SH   SOLE   70,000 0 0
CEVA INC COM 157210105   945,140 43,000 SH   SOLE   43,000 0 0
CIENA CORP COM NEW 171779309   975,960 12,000 SH   SOLE   12,000 0 0
CLOUDFLARE INC CL A COM 18915M107   1,370,810 7,000 SH   SOLE   7,000 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   1,878,626 5,360 SH   SOLE   5,360 0 0
COMPASS INC CL A 20464U100   753,600 120,000 SH   SOLE   120,000 0 0
COMPLETE SOLARIA INC COM 20460L104   276,000 150,000 SH   SOLE   150,000 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,034,400 5,000 SH   SOLE   5,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,226,000 10,000 SH   SOLE   10,000 0 0
ELASTIC N V ORD SHS N14506104   1,210,136 14,350 SH   SOLE   14,350 0 0
ETORO GROUP LTD SHS CL A G32089107   1,331,800 20,000 SH   SOLE   20,000 0 0
FIRST SOLAR INC COM 336433107   662,160 4,000 SH   SOLE   4,000 0 0
GITLAB INC CLASS A COM 37637K108   1,127,750 25,000 SH   SOLE   25,000 0 0
HUBSPOT INC COM 443573100   1,391,575 2,500 SH   SOLE   2,500 0 0
INTEL CORP COM 458140100   3,315,200 148,000 SH   SOLE   148,000 0 0
INTEL CORP COM 458140100   672,000 30,000 SH Call SOLE   0 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   28,961,101 52,500 SH Put SOLE   52,500 0 0
IREN LIMITED ORDINARY SHARES Q4982L109   1,019,900 70,000 SH   SOLE   70,000 0 0
JFROG LTD ORD SHS M6191J100   2,492,384 56,800 SH   SOLE   56,800 0 0
KORNIT DIGITAL LTD SHS M6372Q113   946,123 47,520 SH   SOLE   47,520 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   1,201,550 35,000 SH   SOLE   35,000 0 0
LATTICE SEMICONDUCTOR CORP COM 518415104   1,861,620 38,000 SH   SOLE   38,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   4,752,360 61,400 SH   SOLE   61,400 0 0
META PLATFORMS INC CL A 30303M102   14,640,015 19,835 SH   SOLE   19,835 0 0
MICRON TECHNOLOGY INC COM 595112103   2,127,911 17,265 SH   SOLE   17,265 0 0
MICROSOFT CORP COM 594918104   12,278,068 24,684 SH   SOLE   24,684 0 0
MONDAY COM LTD SHS M7S64H106   1,886,880 6,000 SH   SOLE   6,000 0 0
NANO DIMENSION LTD SPONSORD ADS NEW 63008G203   699,754 431,947 SH   SOLE   431,947 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   1,106,600 20,000 SH   SOLE   20,000 0 0
NETFLIX INC COM 64110L106   2,544,347 1,900 SH   SOLE   1,900 0 0
NICE LTD SPONSORED ADR 653656108   1,689,100 10,000 SH   SOLE   10,000 0 0
NICE LTD SPONSORED ADR 653656108   3,851,148 22,800 SH Call SOLE   0 0 0
NOVA LTD COM M7516K103   2,841,715 10,326 SH   SOLE   10,326 0 0
NVIDIA CORPORATION COM 67066G104   7,368,654 46,640 SH   SOLE   46,640 0 0
ODDITY TECH LTD SHS CL A M7518J104   2,641,450 35,000 SH   SOLE   35,000 0 0
ON SEMICONDUCTOR CORP NOTE 0.500% 3/0 682189AU9   3,520,825 3,800,000 SH   SOLE   3,800,000 0 0
OSCAR HEALTH INC CL A 687793109   1,286,400 60,000 SH   SOLE   60,000 0 0
PAYCOM SOFTWARE INC COM 70432V102   540,319 2,335 SH   SOLE   2,335 0 0
PAYLOCITY HLDG CORP COM 70438V106   585,244 3,230 SH   SOLE   3,230 0 0
PAYONEER GLOBAL INC COM 70451X104   1,335,750 195,000 SH   SOLE   195,000 0 0
PERION NETWORK LTD SHS NEW M78673114   2,030,000 200,000 SH   SOLE   200,000 0 0
SALESFORCE INC COM 79466L302   1,652,501 6,060 SH   SOLE   6,060 0 0
SENTINELONE INC CL A 81730H109   2,559,200 140,000 SH Call SOLE   0 0 0
SHIFT4 PMTS INC CL A 82452J109   792,880 8,000 SH   SOLE   8,000 0 0
SIMILARWEB LTD SHS M84137104   3,158,564 402,878 SH   SOLE   402,878 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,297,379 63,597 SH   SOLE   63,597 0 0
SUNRUN INC NOTE 4.000% 3/0 86771WAD7   364,051 500,000 SH   SOLE   500,000 0 0
TESLA INC COM 88160R101   3,694,386 11,630 SH   SOLE   11,630 0 0
TEXAS INSTRS INC COM 882508104   1,660,960 8,000 SH   SOLE   8,000 0 0
THE TRADE DESK INC COM CL A 88339J105   719,900 10,000 SH   SOLE   10,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   3,265,500 35,000 SH   SOLE   35,000 0 0
UNITY SOFTWARE INC COM 91332U101   1,210,000 50,000 SH   SOLE   50,000 0 0
VALENS SEMICONDUCTOR LTD ORDINARY SHARES M9607U115   881,942 335,339 SH   SOLE   335,339 0 0
WIX COM LTD SHS M98068105   3,668,349 23,150 SH   SOLE   23,150 0 0
WORKDAY INC CL A 98138H101   1,680,000 7,000 SH   SOLE   7,000 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101   779,800 10,000 SH   SOLE   10,000 0 0