ADVANCED MICRO DEVICES INC COM 007903107 9222030 57000 SH SOLE 57000 0 0 AEROVIRONMENT INC COM 008073108 1228071 3900 SH SOLE 3900 0 0 AKAMAI TECHNOLOGIES INC NOTE 1.125% 2/1 00971TAN1 1883833 2000000 SH SOLE 2000000 0 0 ALLEGRO MICROSYSTEMS INC COM 01749D105 1168000 40000 SH SOLE 40000 0 0 ALPHABET INC CAP STK CL C 02079K107 3134489 12870 SH SOLE 12870 0 0 AMAZON COM INC COM 023135106 15033958 68470 SH SOLE 68470 0 0 ANALOG DEVICES INC COM 032654105 1891890 7700 SH SOLE 7700 0 0 APPLIED MATLS INC COM 038222105 2446643 11950 SH SOLE 11950 0 0 BOX INC NOTE 1.500% 9/1 10316TAD6 2016910 2000000 SH SOLE 2000000 0 0 BROADCOM INC COM 11135F101 8990048 27250 SH SOLE 27250 0 0 CAMTEK LTD ORD M20791105 3676750 35000 SH SOLE 35000 0 0 CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 3150100 170000 SH SOLE 170000 0 0 CEVA INC COM 157210105 1135630 43000 SH SOLE 43000 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 3103650 15000 SH SOLE 15000 0 0 CIENA CORP COM NEW 171779309 2767730 19000 SH SOLE 19000 0 0 CLOUDFLARE INC CL A COM 18915M107 1287540 6000 SH SOLE 6000 0 0 COINBASE GLOBAL INC COM CL A 19260Q107 1687450 5000 SH SOLE 5000 0 0 COMPASS INC CL A 20464U100 803000 100000 SH SOLE 100000 0 0 COMPLETE SOLARIA INC COM 20460L104 605167 343845 SH SOLE 343845 0 0 ENPHASE ENERGY INC COM 29355A107 1415600 40000 SH SOLE 40000 0 0 ETORO GROUP LTD SHS CL A G32089107 825400 20000 SH SOLE 20000 0 0 FIRST SOLAR INC COM 336433107 882120 4000 SH SOLE 4000 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1228000 50000 SH SOLE 50000 0 0 HUT 8 CORP COM 44812J104 1566450 45000 SH SOLE 45000 0 0 INTEL CORP COM 458140100 6307400 188000 SH SOLE 188000 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 2257280 8000 SH SOLE 8000 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 114070299 190000 SH Put SOLE 190000 0 0 IREN LIMITED ORDINARY SHARES Q4982L109 1407900 30000 SH SOLE 30000 0 0 JFROG LTD ORD SHS M6191J100 2129850 45000 SH SOLE 45000 0 0 KORNIT DIGITAL LTD SHS M6372Q113 641520 47520 SH SOLE 47520 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 2199600 30000 SH SOLE 30000 0 0 MARVELL TECHNOLOGY INC COM 573874104 5212340 62000 SH SOLE 62000 0 0 META PLATFORMS INC CL A 30303M102 14808773 20165 SH SOLE 20165 0 0 MICROSOFT CORP COM 594918104 11394900 22000 SH SOLE 22000 0 0 NANO DIMENSION LTD SPONSORD ADS NEW 63008G203 678157 431947 SH SOLE 431947 0 0 NETFLIX INC COM 64110L106 2997300 2500 SH SOLE 2500 0 0 NICE LTD SPONSORED ADR 653656108 3329940 23000 SH SOLE 23000 0 0 NICE LTD SPONSORED ADR 653656108 2895600 20000 SH Call SOLE 0 0 0 NVIDIA CORPORATION COM 67066G104 5983621 32070 SH SOLE 32070 0 0 ODDITY TECH LTD SHS CL A M7518J104 2180500 35000 SH SOLE 35000 0 0 ON SEMICONDUCTOR CORP NOTE 0.500% 3/0 682189AU9 3523295 3800000 SH SOLE 3800000 0 0 ORACLE CORP COM 68389X105 4781080 17000 SH SOLE 17000 0 0 OSCAR HEALTH INC CL A 687793109 1135800 60000 SH SOLE 60000 0 0 PALO ALTO NETWORKS INC COM 697435105 3461540 17000 SH SOLE 17000 0 0 PAYONEER GLOBAL INC COM 70451X104 1028500 170000 SH SOLE 170000 0 0 PENGUIN SOLUTIONS INC NOTE 2.000% 8/1 83205YAE4 1015538 850000 SH SOLE 850000 0 0 PERION NETWORK LTD SHS NEW M78673114 768000 80000 SH SOLE 80000 0 0 SALESFORCE INC COM 79466L302 1436220 6060 SH SOLE 6060 0 0 SENTINELONE INC CL A 81730H109 3169800 180000 SH Call SOLE 0 0 0 SHIFT4 PMTS INC CL A 82452J109 619200 8000 SH SOLE 8000 0 0 SIMILARWEB LTD SHS M84137104 4304765 462878 SH SOLE 462878 0 0 SNOWFLAKE INC NOTE 10/0 833445AD1 3605503 2300000 SH SOLE 2300000 0 0 SOLAREDGE TECHNOLOGIES INC NOTE 2.250% 7/0 83417MAE4 6266146 4700000 SH SOLE 4700000 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 1850000 50000 SH SOLE 50000 0 0 SOLARIS ENERGY INFRAS INC COM CL A 83418M103 1199100 30000 SH SOLE 30000 0 0 SUNRUN INC NOTE 4.000% 3/0 86771WAD7 1490777 1100000 SH SOLE 1100000 0 0 TESLA INC COM 88160R101 8018302 18030 SH SOLE 18030 0 0 TEXAS INSTRS INC COM 882508104 2755950 15000 SH SOLE 15000 0 0 TTM TECHNOLOGIES INC COM 87305R109 864000 15000 SH SOLE 15000 0 0 TWILIO INC CL A 90138F102 2001800 20000 SH SOLE 20000 0 0 UBER TECHNOLOGIES INC COM 90353T100 2939100 30000 SH SOLE 30000 0 0 UNITY SOFTWARE INC COM 91332U101 4404400 110000 SH SOLE 110000 0 0 VALENS SEMICONDUCTOR LTD ORDINARY SHARES M9607U115 600257 335339 SH SOLE 335339 0 0 VARONIS SYS INC COM 922280102 1724100 30000 SH SOLE 30000 0 0 WIX COM LTD SHS M98068105 2309190 13000 SH SOLE 13000 0 0 WORKDAY INC CL A 98138H101 1685110 7000 SH SOLE 7000 0 0 ZETA GLOBAL HOLDINGS CORP CL A 98956A105 993500 50000 SH SOLE 50000 0 0