Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XLV	SELECT SECTOR SPDR TR	639,890	$56.68M	4.2%	$101.20	—	SBI HEALTHCARE	81369Y209
XLK	SELECT SECTOR SPDR TR	604,685	$48.6M	3.6%	$78.46	—	TECHNOLOGY	81369Y803
XLF	SELECT SECTOR SPDR TR	2,277,104	$47.41M	3.5%	$26.52	—	SBI INT-FINL	81369Y605
BABA	ALIBABA GROUP HLDG LTD	189,286	$36.81M	2.7%	$165.02	—	SPONSORED ADS	01609W102
SEDG	SOLAREDGE TECHNOLOGIES INC	424,835	$34.78M	2.6%	$59.13	+78.9%	COM	83417M104
MSFT	MICROSOFT CORP	195,036	$30.8M	2.3%	$140.35	+11.4%	COM	594918104
VOX	VANGUARD WORLD FDS	390,672	$29.76M	2.2%	$93.93	—	TELCOMM ETF	92204A884
XLP	SELECT SECTOR SPDR TR	543,750	$29.62M	2.2%	$55.82	—	SBI CONS STPLS	81369Y308
AMZN	AMAZON COM INC	14,475	$28.22M	2.1%	$89.67	+7.9%	COM	023135106
KRNT	KORNIT DIGITAL LTD	905,793	$22.54M	1.7%	$28.12	+33.1%	SHS	M6372Q113
PANW	PALO ALTO NETWORKS INC	136,316	$22.35M	1.7%	$35.04	-0.4%	COM	697435105
—	CYBERARK SOFTWARE LTD	259,643	$22.21M	1.7%	$108.98	—	SHS	M2682V108
VRNS	VARONIS SYS INC	327,986	$20.88M	1.6%	$26.03	+0.6%	COM	922280102
WIX	WIX COM LTD	192,944	$19.5M	1.5%	$108.38	+20.5%	SHS	M98068105
GOOGL	ALPHABET INC	16,586	$19.27M	1.4%	$53.67	+25.3%	CAP STK CL A	02079K305
JPM	JPMORGAN CHASE & CO	210,943	$19.01M	1.4%	$103.57	+0.0%	COM	46625H100
HON	HONEYWELL INTL INC	141,739	$18.96M	1.4%	$136.57	0.0%	COM	438516106
INTC	INTEL CORP	346,499	$18.77M	1.4%	$50.17	+4.3%	COM	458140100
META	FACEBOOK INC	110,939	$18.5M	1.4%	$191.78	+1.4%	CL A	30303M102
NVDA	NVIDIA CORP	69,913	$18.44M	1.4%	$6.04	+4.0%	COM	67066G104
CME	CME GROUP INC	106,252	$18.37M	1.4%	$160.58	-0.6%	COM CL A	12572Q105
MA	MASTERCARD INCORPORATED	75,222	$18.22M	1.4%	$268.99	+7.0%	CL A	57636Q104
IHI	ISHARES TR	80,288	$18.09M	1.3%	$225.35	—	U.S. MED DVC ETF	464288810
ADBE	ADOBE SYS INC	56,341	$17.93M	1.3%	$288.20	+18.7%	COM	00724F101
XBI	SPDR SER TR	228,567	$17.7M	1.3%	$77.43	—	S&P BIOTECH	78464A870
NEE	NEXTERA ENERGY INC	71,186	$17.13M	1.3%	$54.13	+0.3%	COM	65339F101
MRK	MERCK & CO. INC	213,347	$16.44M	1.2%	$65.09	0.0%	COM	58933Y105
NVMI	NOVA MEASURING INSTRUMENTS L	490,062	$16.04M	1.2%	$31.19	+17.0%	COM	M7516K103
TMUS	T MOBILE US INC	190,732	$16M	1.2%	$81.74	0.0%	COM	872590104
PRGO	PERRIGO CO PLC	324,626	$15.71M	1.2%	$60.95	-12.0%	SHS	G97822103
HD	HOME DEPOT INC	81,147	$15.15M	1.1%	$189.10	+0.5%	COM	437076102
INDA	ISHARES TR	617,023	$14.88M	1.1%	$34.54	—	MSCI INDIA ETF	46429B598
COST	COSTCO WHSL CORP NEW	50,108	$14.29M	1.1%	$277.78	0.0%	COM	22160K105
TMO	THERMO FISHER SCIENTIFIC INC	49,467	$14.03M	1.0%	$310.51	0.0%	COM	883556102
—	VERINT SYS INC	319,363	$13.73M	1.0%	$52.18	—	COM	92343X100
—	AON PLC	82,210	$13.57M	1.0%	$165.04	—	SHS CL A	G0408V102
GPN	GLOBAL PMTS INC	93,156	$13.44M	1.0%	$173.99	+0.1%	COM	37940X102
GZTGF	GAZIT GLOBE LTD	1,715,694	$13.09M	1.0%	$10.34	0.0%	SHS	M4793C102
IHF	ISHARES TR	77,856	$12.98M	1.0%	$166.71	—	US HLTHCR PR ETF	464288828
IGV	ISHARES TR	60,331	$12.69M	0.9%	$231.53	—	NA TEC SFTWR ETF	464287515
BAC	BK OF AMERICA CORP	590,619	$12.57M	0.9%	$25.61	+1.2%	COM	060505104
CSCO	CISCO SYS INC	304,721	$11.98M	0.9%	$37.18	-1.4%	COM	17275R102
EWY	ISHARES INC	243,631	$11.43M	0.9%	$62.19	—	MSCI STH KOR ETF	464286772
SPGI	S&P GLOBAL INC	46,158	$11.31M	0.8%	$244.50	+6.8%	COM	78409V104
ACWI	ISHARES TR	178,663	$11.25M	0.8%	$62.94	—	MSCI ACWI ETF	464288257
PYPL	PAYPAL HLDGS INC	115,983	$11.11M	0.8%	$108.43	+1.6%	COM	70450Y103
NOC	NORTHROP GRUMMAN CORP	36,573	$11.06M	0.8%	$315.64	-0.0%	COM	666807102
SPY	SPDR S&P 500 ETF TR	42,343	$11M	0.8%	$250.02	—	TR UNIT	78462F103
ESLT	ELBIT SYS LTD	81,387	$10.56M	0.8%	$137.83	0.0%	ORD	M3760D101
HDB	HDFC BANK LTD	263,500	$10.13M	0.8%	$38.46	—	ADR REPS 3 SHS	40415F101
ABT	ABBOTT LABS	124,861	$9.853M	0.7%	$75.33	0.0%	COM	002824100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	204,100	$9.773M	0.7%	$46.87	—	SPONSORED ADR	874039100
MELI	MERCADOLIBRE INC	17,045	$8.328M	0.6%	$616.66	0.0%	COM	58733R102
ZTS	ZOETIS INC	65,753	$8.025M	0.6%	$125.31	0.0%	CL A	98978V103
EWZ	ISHARES INC	328,119	$7.73M	0.6%	$47.47	—	MSCI BRAZIL ETF	464286400
VLO	VALERO ENERGY CORP NEW	166,769	$7.565M	0.6%	$57.18	0.0%	COM	91913Y100
—	RAYTHEON CO	55,631	$7.296M	0.5%	$181.95	—	COM NEW	755111507
XLRE	SELECT SECTOR SPDR TR	233,299	$7.232M	0.5%	$31.00	—	RL EST SEL SEC	81369Y860
NICE	NICE LTD	50,047	$7.185M	0.5%	$113.32	—	SPONSORED ADR	653656108
—	LIVEPERSON INC	311,766	$7.111M	0.5%	$22.81	—	COM	538146101
KBA	KRANESHARES TR	221,736	$6.539M	0.5%	$29.41	—	BOSERA MSCI CH	500767405
—	ISRAEL CHEMICALS LIMITED	2,048,868	$6.48M	0.5%	$5.44	—	SHS	M5920A109
ORA	ORMAT TECHNOLOGIES INC	83,928	$5.674M	0.4%	$72.69	0.0%	COM	686688102
PLD	PROLOGIS INC.	65,420	$5.257M	0.4%	$69.34	+6.9%	COM	74340W103
KMDA	KAMADA LTD	889,050	$5.213M	0.4%	$4.92	+20.5%	SHS	M6240T109
QQQ	INVESCO QQQ TR	25,498	$4.858M	0.4%	$185.04	—	UNIT SER 1	46090E103
—	INGERSOLL-RAND PLC	57,562	$4.754M	0.4%	$82.59	—	SHS	G47791101
—	RADA ELECTR INDS LTD	1,179,300	$4.102M	0.3%	$5.01	—	COM PAR NEW	M81863124
GOOG	ALPHABET INC	3,450	$3.993M	0.3%	$58.35	+15.4%	CAP STK CL C	02079K107
ZTO	ZTO EXPRESS CAYMAN INC	149,921	$3.97M	0.3%	$21.10	—	SPONSORED ADS A	98980A105
—	MELLANOX TECHNOLOGIES LTD	30,114	$3.649M	0.3%	$68.59	—	SHS	M51363113
AUDC	AUDIOCODES LTD	119,767	$3.022M	0.2%	$19.88	0.0%	ORD	M15342104
ELLO	ELLOMAY CAPITAL LIMITED	210,864	$3.001M	0.2%	$12.98	+38.0%	SHS	M39927120
—	DUKE REALTY CORP	91,423	$2.96M	0.2%	$33.54	—	COM NEW	264411505
CAMT	CAMTEK LTD	335,894	$2.844M	0.2%	$7.08	+48.4%	ORD	M20791105
TEVA	TEVA PHARMACEUTICAL INDS LTD	318,224	$2.842M	0.2%	$9.17	—	SPONSORED ADR	881624209
EXR	EXTRA SPACE STORAGE INC	29,658	$2.84M	0.2%	$88.22	-5.7%	COM	30225T102
PSA	PUBLIC STORAGE	13,743	$2.729M	0.2%	$184.24	-9.6%	COM	74460D109
WMT	WALMART INC	23,729	$2.696M	0.2%	$33.04	+7.1%	COM	931142103
AMT	AMERICAN TOWER CORP NEW	12,133	$2.642M	0.2%	$197.22	0.0%	COM	03027X100
CHKP	CHECK POINT SOFTWARE TECH LT	26,294	$2.641M	0.2%	$110.50	-3.1%	ORD	M22465104
SKYY	FIRST TR EXCHANGE TRADED FD	44,134	$2.405M	0.2%	$54.85	—	CLOUD COMPUTING	33734X192
IVV	ISHARES TR	9,014	$2.329M	0.2%	$269.28	—	CORE S&P500 ETF	464287200
AKAM	AKAMAI TECHNOLOGIES INC	25,368	$2.321M	0.2%	$78.24	+18.5%	COM	00971T101
XLU	SELECT SECTOR SPDR TR	39,402	$2.183M	0.2%	$58.37	—	SBI INT-UTILS	81369Y886
IFF	INTERNATIONAL FLAVORS&FRAGRA	20,201	$2.151M	0.2%	$106.08	0.0%	COM	459506101
AAPL	APPLE INC	8,207	$2.088M	0.2%	$43.05	+65.1%	COM	037833100
QCOM	QUALCOMM INC	30,001	$2.03M	0.2%	$46.95	+53.2%	COM	747525103
USMV	ISHARES TR	36,854	$2.012M	0.2%	$59.15	—	MSCI MIN VOL ETF	46429B697
VOO	VANGUARD INDEX FDS	8,486	$2.011M	0.2%	$240.63	—	S&P 500 ETF SHS	922908363
EPI	WISDOMTREE TR	122,499	$1.984M	0.1%	$19.34	—	INDIA ERNGS FD	97717W422
GILT	GILAT SATELLITE NETWORKS LTD	267,462	$1.969M	0.1%	$7.44	0.0%	SHS NEW	M51474118
DK	DELEK US HLDGS INC NEW	122,630	$1.956M	0.1%	$24.02	-19.5%	COM	24665A103
FXI	ISHARES TR	50,943	$1.912M	0.1%	$38.06	—	CHINA LG-CAP ETF	464287184
—	SPLUNK INC	14,816	$1.87M	0.1%	$113.46	—	COM	848637104
—	GLOBAL MED REIT INC	183,708	$1.859M	0.1%	$12.90	—	COM NEW	37954A204
TXN	TEXAS INSTRS INC	17,828	$1.782M	0.1%	$92.48	+9.9%	COM	882508104
ALLT	ALLOT LTD	174,847	$1.693M	0.1%	$9.69	+3.2%	SHS	M0854Q105
VGT	VANGUARD WORLD FDS	7,604	$1.611M	0.1%	$213.18	—	INF TECH ETF	92204A702
AVGO	BROADCOM INC	6,778	$1.607M	0.1%	$19.17	+26.6%	COM	11135F101
—	MYLAN NV	104,876	$1.564M	0.1%	$38.16	—	SHS EURO	N59465109
OSPN	ONESPAN INC	84,638	$1.536M	0.1%	$16.55	-0.8%	COM	68287N100
—	CHINA MOBILE LIMITED	40,342	$1.519M	0.1%	$46.43	—	SPONSORED ADR	16941M109
AMD	ADVANCED MICRO DEVICES INC	33,271	$1.513M	0.1%	$13.30	+262.1%	COM	007903107
—	CITRIX SYS INC	10,627	$1.504M	0.1%	$99.73	—	COM	177376100
RDWR	RADWARE LTD	70,766	$1.491M	0.1%	$25.80	-8.8%	ORD	M81873107
—	ARISTA NETWORKS INC	7,282	$1.475M	0.1%	$258.72	—	COM	040413106
—	FITBIT INC	221,000	$1.472M	0.1%	$6.28	—	CL A	33812L102
QLYS	QUALYS INC	16,897	$1.47M	0.1%	$80.87	+3.8%	COM	74758T303
MPT	MEDICAL PPTYS TRUST INC	83,238	$1.439M	0.1%	$20.70	—	COM	58463J304
ORCL	ORACLE CORP	29,438	$1.427M	0.1%	$43.34	+9.6%	COM	68389X105
SPEM	SPDR INDEX SHS FDS	49,786	$1.417M	0.1%	$38.31	—	PORTFOLIO EMG MK	78463X509
NTCT	NETSCOUT SYS INC	59,030	$1.397M	0.1%	$26.38	-3.9%	COM	64115T104
OHI	OMEGA HEALTHCARE INVS INC	51,488	$1.367M	0.1%	$40.12	—	COM	681936100
KEN	KENON HLDGS LTD	92,859	$1.354M	0.1%	$7.01	0.0%	SHS	Y46717107
—	FORESCOUT TECHNOLOGIES INC	42,294	$1.336M	0.1%	$34.12	—	COM	34553D101
GEN	NORTONLIFELOCK INC	70,412	$1.317M	0.1%	$12.80	+22.1%	COM	668771108
—	JUNIPER NETWORKS INC	68,624	$1.313M	0.1%	$27.09	—	COM	48203R104
SBRA	SABRA HEALTH CARE REIT INC	117,543	$1.284M	0.1%	$20.23	—	COM	78573L106
CUBE	CUBESMART	47,808	$1.281M	0.1%	$34.11	—	COM	229663109
IWF	ISHARES TR	8,119	$1.237M	0.1%	$152.36	—	RUS 1000 GRW ETF	464287614
RSP	INVESCO EXCHANGE TRADED FD T	14,225	$1.199M	0.1%	$84.29	—	S&P500 EQL WGT	46137V357
FTNT	FORTINET INC	11,750	$1.189M	0.1%	$12.30	+74.2%	COM	34959E109
CRWD	CROWDSTRIKE HLDGS INC	21,294	$1.186M	0.1%	$69.99	-19.3%	CL A	22788C105
FIVN	FIVE9 INC	15,434	$1.18M	0.1%	$55.17	+29.2%	COM	338307101
JOYY	JOYY INC	22,300	$1.18M	0.1%	$52.92	—	ADS REPSTG COM A	46591M109
RPD	RAPID7 INC	26,915	$1.166M	0.1%	$32.79	+59.9%	COM	753422104
GILD	GILEAD SCIENCES INC	15,310	$1.154M	0.1%	$55.42	-0.9%	COM	375558103
DVY	ISHARES TR	15,188	$1.117M	0.1%	$73.54	—	SELECT DIVID ETF	464287168
ILF	ISHARES TR	60,942	$1.113M	0.1%	$22.96	—	LATN AMER 40 ETF	464287390
—	LIFE STORAGE INC	11,780	$1.113M	0.1%	$104.05	—	COM	53223X107
—	VMWARE INC	9,087	$1.1M	0.1%	$151.41	—	CL A COM	928563402
AMAT	APPLIED MATLS INC	23,827	$1.097M	0.1%	$45.08	+20.6%	COM	038222105
MU	MICRON TECHNOLOGY INC	26,012	$1.095M	0.1%	$49.76	+2.0%	COM	595112103
KWEB	KRANESHARES TR	24,238	$1.092M	0.1%	$45.30	—	CSI CHI INTERNET	500767306
MDB	MONGODB INC	7,925	$1.082M	0.1%	$145.16	+1.7%	CL A	60937P106
REXR	REXFORD INDL RLTY INC	26,109	$1.071M	0.1%	$43.76	—	COM	76169C100
—	PROOFPOINT INC	10,406	$1.068M	0.1%	$114.51	—	COM	743424103
—	PHYSICIANS RLTY TR	76,579	$1.067M	0.1%	$18.41	—	COM	71943U104
FR	FIRST INDL RLTY TR INC	31,894	$1.06M	0.1%	$39.54	—	COM	32054K103
XLE	SELECT SECTOR SPDR TR	36,162	$1.05M	0.1%	$67.39	—	ENERGY	81369Y506
FDX	FEDEX CORP	8,410	$1.03M	0.1%	$159.64	-21.0%	COM	31428X106
CHCT	COMMUNITY HEALTHCARE TR INC	26,489	$1.014M	0.1%	$42.39	—	COM	20369C106
—	HEALTHCARE TR AMER INC	41,556	$1.009M	0.1%	$29.62	—	CL A NEW	42225P501
—	COLLPLANT HLDGS LTD	109,541	$1.008M	0.1%	$9.20	—	SPONSORED ADR NE	19516Q208
KLAC	KLA CORPORATION	6,761	$974K	0.1%	$100.04	+50.2%	COM NEW	482480100
DIS	DISNEY WALT CO	9,896	$972K	0.1%	$117.38	+5.2%	COM DISNEY	254687106
—	LAM RESEARCH CORP	4,016	$964K	0.1%	$164.11	—	COM	512807108
ADI	ANALOG DEVICES INC	10,678	$957K	0.1%	$84.32	+16.6%	COM	032654105
EGP	EASTGROUP PPTY INC	9,143	$955K	0.1%	$125.24	—	COM	277276101
UHT	UNIVERSAL HEALTH RLTY INCM T	9,477	$955K	0.1%	$115.61	—	SH BEN INT	91359E105
CELJF	CELLCOM ISRAEL LTD	322,522	$941K	0.1%	$3.23	0.0%	SHS	M2196U109
ROBO	EXCHANGE TRADED CONCEPTS TR	27,822	$935K	0.1%	$33.61	—	ROBO GLB ETF	301505707
UPS	UNITED PARCEL SERVICE INC	9,911	$926K	0.1%	$86.10	-4.9%	CL B	911312106
SONY	SONY CORP	15,571	$922K	0.1%	$46.12	—	SPONSORED ADR	835699307
ITB	ISHARES TR	31,830	$921K	0.1%	$33.02	—	US HOME CONS ETF	464288752
ZS	ZSCALER INC	14,922	$908K	0.1%	$46.95	+17.2%	COM	98980G102
FDN	FIRST TR EXCHANGE-TRADED FD	7,139	$883K	0.1%	$123.69	—	DJ INTERNT IDX	33733E302
SHOP	SHOPIFY INC	2,100	$876K	0.1%	$30.23	+49.1%	CL A	82509L107
—	HEALTHCARE RLTY TR	30,970	$865K	0.1%	$32.81	—	COM	421946104
LTC	LTC PPTYS INC	27,687	$855K	0.1%	$43.30	—	COM	502175102
DHC	DIVERSIFIED HEALTHCARE TR	234,478	$851K	0.1%	$3.63	—	COM SH BEN INT	25525P107
NHI	NATIONAL HEALTH INVS INC	17,049	$845K	0.1%	$78.07	—	COM	63633D104
V	VISA INC	5,183	$842K	0.1%	$118.01	+53.1%	COM CL A	92826C839
IBM	INTERNATIONAL BUSINESS MACHS	7,445	$826K	0.1%	$101.56	-3.2%	COM	459200101
MGIC	MAGIC SOFTWARE ENTERPRISES L	101,985	$816K	0.1%	$7.40	+7.1%	ORD	559166103
—	MIMECAST LTD	23,049	$814K	0.1%	$44.26	—	ORD SHS	G14838109
EPP	ISHARES INC	23,947	$812K	0.1%	$36.75	—	MSCI PAC JP ETF	464286665
—	MANTECH INTL CORP	11,097	$806K	0.1%	$59.13	—	CL A	564563104
XLY	SELECT SECTOR SPDR TR	8,202	$804K	0.1%	$125.17	—	SBI CONS DISCR	81369Y407
TRNO	TERRENO RLTY CORP	15,460	$800K	0.1%	$51.71	—	COM	88146M101
—	XILINX INC	10,136	$790K	0.1%	$75.27	—	COM	983919101
ASML	ASML HOLDING N V	2,985	$781K	0.1%	$195.47	—	N Y REGISTRY SHS	N07059210
—	FIREEYE INC	73,691	$780K	0.1%	$15.77	—	COM	31816Q101
COLD	AMERICOLD RLTY TR	22,898	$779K	0.1%	$35.16	—	COM	03064D108
GD	GENERAL DYNAMICS CORP	5,829	$774K	0.1%	$153.44	-5.5%	COM	369550108
DOX	AMDOCS LTD	14,000	$770K	0.1%	$51.66	+14.4%	SHS	G02602103
NXPI	NXP SEMICONDUCTORS N V	9,271	$769K	0.1%	$85.25	+24.4%	COM	N6596X109
—	CENTURYLINK INC	81,331	$769K	0.1%	$11.64	—	COM	156700106
ATEN	A10 NETWORKS INC	121,443	$754K	0.1%	$6.13	-2.5%	COM	002121101
IAI	ISHARES TR	14,669	$751K	0.1%	$51.20	—	US BR DEL SE ETF	464288794
—	NEW SR INVT GROUP INC	291,528	$747K	0.1%	$7.11	—	COM	648691103
VWO	VANGUARD INTL EQUITY INDEX F	22,074	$740K	0.1%	$31.06	—	FTSE EMR MKT ETF	922042858
NKE	NIKE INC	8,711	$736K	0.1%	$83.52	+2.8%	CL B	654106103
STAG	STAG INDL INC	32,039	$722K	0.1%	$30.08	—	COM	85254J102
NOW	SERVICENOW INC	2,498	$716K	0.1%	$53.68	+16.5%	COM	81762P102
CRM	SALESFORCE COM INC	4,836	$696K	0.1%	$137.81	+22.9%	COM	79466L302
NOBL	PROSHARES TR	11,871	$685K	0.1%	$57.70	—	S&P 500 DV ARIST	74348A467
—	CLOUDERA INC	86,376	$682K	0.1%	$6.37	—	COM	18914U100
—	MARVELL TECHNOLOGY GROUP LTD	29,266	$662K	0.0%	$21.59	—	ORD	G5876H105
GDX	VANECK VECTORS ETF TR	28,500	$657K	0.0%	$23.05	—	GOLD MINERS ETF	92189F106
MCHP	MICROCHIP TECHNOLOGY INC	9,633	$653K	0.0%	$39.91	+5.2%	COM	595017104
HUBS	HUBSPOT INC	4,884	$650K	0.0%	$159.41	+4.2%	COM	443573100
JD	JD COM INC	16,045	$650K	0.0%	$30.96	—	SPON ADR CL A	47215P106
EA	ELECTRONIC ARTS INC	6,462	$647K	0.0%	$91.75	+11.5%	COM	285512109
GM	GENERAL MTRS CO	30,945	$643K	0.0%	$29.19	0.0%	COM	37045V100
BIDU	BAIDU INC	6,300	$633K	0.0%	$148.41	—	SPON ADR REP A	056752108
VCSH	VANGUARD SCOTTSDALE FDS	7,938	$628K	0.0%	$79.11	—	SHRT TRM CORP BD	92206C409
—	PARTNER COMMUNICATIONS CO LT	167,896	$623K	0.0%	$6.15	—	ADR	70211M109
—	EVERBRIDGE INC	5,817	$619K	0.0%	$87.27	—	COM	29978A104
SWKS	SKYWORKS SOLUTIONS INC	6,868	$614K	0.0%	$80.79	+14.6%	COM	83088M102
TWLO	TWILIO INC	6,846	$613K	0.0%	$127.59	-13.9%	CL A	90138F102
WELL	WELLTOWER INC	13,255	$607K	0.0%	$70.13	-11.8%	COM	95040Q104
MITK	MITEK SYS INC	76,040	$599K	0.0%	$9.25	-8.1%	COM NEW	606710200
—	MOBILEIRON INC	156,751	$596K	0.0%	$5.31	—	COM NEW	60739U204
VHT	VANGUARD WORLD FDS	3,567	$592K	0.0%	$166.25	—	HEALTH CAR ETF	92204A504
URTH	ISHARES INC	7,578	$592K	0.0%	$87.91	—	MSCI WORLD ETF	464286392
TGT	TARGET CORP	6,325	$588K	0.0%	$91.81	+3.5%	COM	87612E106
CTRE	CARETRUST REIT INC	38,502	$570K	0.0%	$20.02	—	COM	14174T107
VTR	VENTAS INC	21,210	$568K	0.0%	$48.17	-18.2%	COM	92276F100
—	TUFIN SOFTWARE TECHNOLOGIS L	64,293	$564K	0.0%	$17.44	—	SHS	M8893U102
MSTR	MICROSTRATEGY INC	4,704	$556K	0.0%	$14.12	-3.8%	CL A NEW	594972408
C	CITIGROUP INC	12,538	$553K	0.0%	$53.90	+0.5%	COM NEW	172967424
OKTA	OKTA INC	4,489	$549K	0.0%	$61.30	+104.7%	CL A	679295105
LDOS	LEIDOS HOLDINGS INC	5,968	$547K	0.0%	$60.93	+53.0%	COM	525327102
URGN	UROGEN PHARMA LTD	30,406	$544K	0.0%	$39.53	-31.7%	COM	M96088105
BRK/A	BERKSHIRE HATHAWAY INC DEL	2	$544K	0.0%	$302764.90	+5.3%	CL A	084670108
F	FORD MTR CO DEL	111,955	$541K	0.0%	$6.40	-11.7%	COM	345370860
PSTG	PURE STORAGE INC	44,001	$541K	0.0%	$18.36	-11.8%	CL A	74624M102
—	SAILPOINT TECHNLGIES HLDGS I	35,242	$536K	0.0%	$19.81	—	COM	78781P105
—	MAXIM INTEGRATED PRODS INC	10,908	$530K	0.0%	$58.27	—	COM	57772K101
GTX	GARRETT MOTION INC	180,971	$525K	0.0%	$12.08	-39.7%	COM	366505105
ROK	ROCKWELL AUTOMATION INC	3,400	$513K	0.0%	$153.86	+8.7%	COM	773903109
QTEC	FIRST TR NASDAQ-100 TECH IND	6,061	$512K	0.0%	$84.47	—	SHS	337345102
BAH	BOOZ ALLEN HAMILTON HLDG COR	7,451	$511K	0.0%	$45.87	+43.9%	CL A	099502106
—	CINCINNATI BELL INC NEW	34,860	$510K	0.0%	$5.10	—	COM NEW	171871502
GXC	SPDR INDEX SHS FDS	5,568	$508K	0.0%	$91.24	—	S&P CHINA ETF	78463X400
ITRN	ITURAN LOCATION AND CONTROL	35,215	$500K	0.0%	$33.26	-33.9%	SHS	M6158M104
DOC	HEALTHPEAK PROPERTIES INC	20,946	$500K	0.0%	$25.34	-5.6%	COM	42250P103
BYND	BEYOND MEAT INC	7,409	$491K	0.0%	$97.08	0.0%	COM	08862E109
PSN	PARSONS CORPORATION	15,337	$490K	0.0%	$35.67	+8.9%	COM	70202L102
NTAP	NETAPP INC	11,670	$487K	0.0%	$56.26	-21.7%	COM	64110D104
AX	AXOS FINL INC	26,769	$485K	0.0%	$29.30	-14.2%	COM	05465C100
CACI	CACI INTL INC	2,265	$478K	0.0%	$189.38	+31.2%	CL A	127190304
—	INTEC PHARMA LTD JERUSALEM	2,419,822	$477K	0.0%	$5.02	—	SHS	M53644106
SAIC	SCIENCE APPLICATNS INTL CP N	6,352	$474K	0.0%	$79.28	+5.3%	COM	808625107
SF	STIFEL FINL CORP	11,000	$462K	0.0%	$34.07	0.0%	COM	860630102
ZM	ZOOM VIDEO COMMUNICATIONS IN	3,163	$462K	0.0%	$86.73	+13.8%	CL A	98980L101
MS	MORGAN STANLEY	12,800	$446K	0.0%	$39.11	+0.1%	COM NEW	617446448
MCO	MOODYS CORP	2,101	$444K	0.0%	$154.27	+50.0%	COM	615369105
APPN	APPIAN CORP	10,943	$440K	0.0%	$36.44	+27.5%	CL A	03782L101
—	SOLARWINDS CORP	28,033	$439K	0.0%	$18.27	—	COM	83417Q105
TENB	TENABLE HLDGS INC	19,969	$437K	0.0%	$28.27	-12.5%	COM	88025T102
HPE	HEWLETT PACKARD ENTERPRISE C	44,668	$434K	0.0%	$12.74	-14.9%	COM	42824C109
EWG	ISHARES INC	20,050	$430K	0.0%	$21.45	—	MSCI GERMANY ETF	464286806
NTNX	NUTANIX INC	26,932	$426K	0.0%	$32.82	-14.4%	CL A	67059N108
CSTE	CAESARSTONE LTD	40,250	$425K	0.0%	$21.69	-46.9%	ORD SHS	M20598104
NSA	NATIONAL STORAGE AFFILIATES	14,327	$424K	0.0%	$33.29	—	COM SHS BEN IN	637870106
LMT	LOCKHEED MARTIN CORP	1,247	$423K	0.0%	$274.90	+21.8%	COM	539830109
IWM	ISHARES TR	3,626	$415K	0.0%	$137.34	—	RUSSELL 2000 ETF	464287655
MRCY	MERCURY SYS INC	5,789	$413K	0.0%	$65.75	+15.2%	COM	589378108
MMM	3M CO	3,000	$410K	0.0%	$124.96	-15.2%	COM	88579Y101
XOM	EXXON MOBIL CORP	10,900	$409K	0.0%	$42.09	0.0%	COM	30231G102
FFIV	F5 NETWORKS INC	3,821	$407K	0.0%	$170.39	-28.2%	COM	315616102
KMB	KIMBERLY CLARK CORP	3,159	$404K	0.0%	$108.85	+3.0%	COM	494368103
—	UNITED STATES OIL FUND LP	94,000	$398K	0.0%	$4.23	—	UNITS	91232N108
DXC	DXC TECHNOLOGY CO	30,400	$397K	0.0%	$54.04	-52.0%	COM	23355L106
SILC	SILICOM LTD	14,177	$383K	0.0%	$34.20	-7.1%	ORD	M84116108
SAP	SAP SE	3,468	$383K	0.0%	$119.50	—	SPON ADR	803054204
QRVO	QORVO INC	4,683	$378K	0.0%	$78.05	+28.2%	COM	74736K101
LOW	LOWES COS INC	4,190	$372K	0.0%	$100.65	-2.4%	COM	548661107
DHI	D R HORTON INC	10,000	$368K	0.0%	$47.00	+4.1%	COM	23331A109
VPU	VANGUARD WORLD FDS	3,000	$366K	0.0%	$125.40	—	UTILITIES ETF	92204A876
TER	TERADYNE INC	6,755	$366K	0.0%	$38.32	+61.5%	COM	880770102
MCHI	ISHARES TR	6,321	$362K	0.0%	$57.27	—	MSCI CHINA ETF	46429B671
—	NIC INC	15,736	$362K	0.0%	$16.56	—	COM	62914B100
LEN	LENNAR CORP	9,000	$360K	0.0%	$52.24	0.0%	CL A	526057104
LGIH	LGI HOMES INC	7,900	$357K	0.0%	$75.35	-1.4%	COM	50187T106
BLDR	BUILDERS FIRSTSOURCE INC	27,300	$351K	0.0%	$20.91	+8.0%	COM	12008R107
CIEN	CIENA CORP	8,657	$345K	0.0%	$38.33	+7.1%	COM NEW	171779309
DOCU	DOCUSIGN INC	3,695	$341K	0.0%	$53.35	+50.7%	COM	256163106
FISV	FISERV INC	3,517	$334K	0.0%	$102.90	+8.0%	COM	337738108
BA	BOEING CO	2,228	$333K	0.0%	$366.78	-25.6%	COM	097023105
OPK	OPKO HEALTH INC	252,934	$333K	0.0%	$1.57	0.0%	COM	68375N103
AXP	AMERICAN EXPRESS CO	3,665	$328K	0.0%	$95.08	+13.2%	COM	025816109
—	CYREN LTD	453,539	$325K	0.0%	$2.33	—	SHS	M26895108
UIS	UNISYS CORP	26,172	$323K	0.0%	$10.13	+26.2%	COM NEW	909214306
—	TOTAL S.A.	8,600	$318K	0.0%	$52.63	—	SPONSORED ADS	89151E109
FPX	FIRST TRUST US EQUITY OPPORT	4,992	$315K	0.0%	$63.10	—	ETP	336920103
HII	HUNTINGTON INGALLS INDS INC	1,728	$315K	0.0%	$189.87	+7.3%	COM	446413106
HAIN	HAIN CELESTIAL GROUP INC	12,042	$313K	0.0%	$22.13	+12.8%	COM	405217100
—	ZIX CORP	71,905	$310K	0.0%	$6.52	—	COM	98974P100
FEZ	SPDR INDEX SHS FDS	10,351	$306K	0.0%	$29.56	—	EURO STOXX 50	78463X202
WFC	WELLS FARGO CO NEW	10,297	$305K	0.0%	$40.58	-9.7%	COM	949746101
TSN	TYSON FOODS INC	5,268	$305K	0.0%	$67.14	-6.7%	CL A	902494103
SHY	ISHARES TR	3,479	$302K	0.0%	$102.60	—	1 3 YR TREAS BD	464287457
FLOT	ISHARES TR	6,205	$301K	0.0%	$50.01	—	FLTG RATE NT ETF	46429B655
ASHR	DBX ETF TR	11,630	$301K	0.0%	$31.84	—	XTRACK HRVST CSI	233051879
MPWR	MONOLITHIC PWR SYS INC	1,751	$293K	0.0%	$121.89	+34.4%	COM	609839105
ITA	ISHARES TR	2,040	$293K	0.0%	$222.12	—	US AER DEF ETF	464288760
VEEV	VEEVA SYS INC	1,853	$290K	0.0%	$145.72	+0.6%	CL A COM	922475108
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	6,200	$288K	0.0%	$67.40	-19.1%	CL A	192446102
—	SWITCH INC	19,763	$285K	0.0%	$13.42	—	CL A	87105L104
NET	CLOUDFLARE INC	12,099	$284K	0.0%	$17.02	+14.2%	CL A COM	18915M107
DHR	DANAHER CORPORATION	2,040	$282K	0.0%	$99.39	+32.1%	COM	235851102
XAR	SPDR SER TR	3,670	$279K	0.0%	$76.02	—	AEROSPACE DEF	78464A631
JNJ	JOHNSON & JOHNSON	2,118	$277K	0.0%	$109.70	+9.5%	COM	478160104
—	TABULA RASA HEALTHCARE INC	5,283	$276K	0.0%	$41.05	—	COM	873379101
SLAB	SILICON LABORATORIES INC	3,210	$274K	0.0%	$95.83	+3.5%	COM	826919102
XME	SPDR SER TR	16,894	$273K	0.0%	$16.16	—	S&P METALS MNG	78464A755
SSYS	STRATASYS LTD	17,000	$271K	0.0%	$18.21	0.0%	SHS	M85548101
XLI	SELECT SECTOR SPDR TR	4,577	$270K	0.0%	$81.28	—	SBI INT-INDS	81369Y704
KTOS	KRATOS DEFENSE & SEC SOLUTIO	19,362	$268K	0.0%	$18.01	-4.3%	COM NEW	50077B207
—	MONMOUTH REAL ESTATE INVT CO	22,139	$267K	0.0%	$14.47	—	CL A	609720107
PPH	VANECK VECTORS ETF TR	4,895	$266K	0.0%	$56.11	—	PHARMACEUTICAL	92189F692
—	BOTTOMLINE TECH DEL INC	7,199	$264K	0.0%	$43.92	—	COM	101388106
PFE	PFIZER INC	8,066	$263K	0.0%	$24.88	+3.8%	COM	717081103
CEVA	CEVA INC	10,489	$256K	0.0%	$26.51	+4.7%	COM	157210105
PAVE	GLOBAL X FDS	20,853	$254K	0.0%	$16.52	—	US INFR DEV ETF	37954Y673
SE	SEA LTD	5,713	$253K	0.0%	$24.61	—	SPONSORED ADS	81141R100
—	CUBIC CORP	6,117	$253K	0.0%	$64.66	—	COM	229669106
BIIB	BIOGEN INC	800	$253K	0.0%	$277.46	+9.4%	COM	09062X103
DBX	DROPBOX INC	13,941	$252K	0.0%	$22.95	-20.8%	CL A	26210C104
IJK	ISHARES TR	1,400	$252K	0.0%	$215.09	—	S&P MC 400GR ETF	464287606
NTES	NETEASE INC	775	$249K	0.0%	$293.48	—	SPONSORED ADR	64110W102
GLOB	GLOBANT S A	2,837	$249K	0.0%	$88.70	+25.9%	COM	L44385109
ISRG	INTUITIVE SURGICAL INC	500	$248K	0.0%	$172.61	+6.1%	COM NEW	46120E602
—	APTIV PLC	5,000	$246K	0.0%	$82.42	—	SHS	G6095L109
—	PLURISTEM THERAPEUTICS INC	67,110	$246K	0.0%	$3.67	—	COM	72940R102
BOTZ	GLOBAL X FDS	13,489	$245K	0.0%	$22.88	—	RBTCS ARTFL INTE	37954Y715
ENTG	ENTEGRIS INC	5,437	$243K	0.0%	$34.52	+46.7%	COM	29362U104
DIA	SPDR DOW JONES INDL AVRG ETF	64,495	$237K	0.0%	$9.78	—	UT SER 1	78467X109
—	GENERAL ELECTRIC CO	29,500	$234K	0.0%	$13.83	—	COM	369604103
APPF	APPFOLIO INC	2,087	$232K	0.0%	$94.51	+26.2%	COM CL A	03783C100
MOS	MOSAIC CO NEW	21,300	$231K	0.0%	$24.29	-37.8%	COM	61945C103
BL	BLACKLINE INC	4,379	$230K	0.0%	$49.76	+17.5%	COM	09239B109
—	SMARTSHEET INC	5,483	$228K	0.0%	$47.73	—	COM CL A	83200N103
—	AVALARA INC	3,020	$225K	0.0%	$71.06	—	COM	05338G106
EFG	ISHARES TR	3,115	$222K	0.0%	$80.26	—	EAFE GRWTH ETF	464288885
—	COUPA SOFTWARE INC	1,536	$215K	0.0%	$126.40	—	COM	22266L106
CVLT	COMMVAULT SYSTEMS INC	5,285	$214K	0.0%	$52.24	-17.4%	COM	204166102
MTUM	ISHARES TR	2,000	$213K	0.0%	$100.00	—	USA MOMENTUM FCT	46432F396
INTU	INTUIT	910	$209K	0.0%	$195.89	+33.2%	COM	461202103
SYNA	SYNAPTICS INC	3,580	$207K	0.0%	$33.75	+100.9%	COM	87157D109
ON	ON SEMICONDUCTOR CORP	16,556	$206K	0.0%	$23.78	-17.7%	COM	682189105
HRI	HERC HLDGS INC	10,800	$206K	0.0%	$33.58	0.0%	COM	42704L104
IRBTQ	IROBOT CORP	5,000	$205K	0.0%	$49.76	-3.6%	COM	462726100
BOX	BOX INC	14,372	$202K	0.0%	$18.88	-21.2%	CL A	10316T104
—	APOLLO GLOBAL MGMT INC	6,000	$201K	0.0%	$40.33	—	COM CL A	03768E105
ALB	ALBEMARLE CORP	3,600	$200K	0.0%	$66.75	+6.5%	COM	012653101
JETS	ETF SER SOLUTIONS	13,000	$191K	0.0%	$14.69	—	US GLB JETS	26922A842
—	SVMK INC	13,808	$187K	0.0%	$15.95	—	COM	78489X103
YELP	YELP INC	10,000	$180K	0.0%	$30.40	0.0%	CL A	985817105
—	DARIOHEALTH CORP	26,192	$178K	0.0%	$6.80	—	COM	23725P100
—	SECUREWORKS CORP	15,351	$177K	0.0%	$13.49	—	CL A	81374A105
SNAP	SNAP INC	14,756	$175K	0.0%	$10.57	+45.3%	CL A	83304A106
—	ZYNGA INC	24,506	$168K	0.0%	$4.06	—	CL A	98986T108
CMTL	COMTECH TELECOMMUNICATIONS C	11,503	$153K	0.0%	$22.71	+14.8%	COM NEW	205826209
—	AVAYA HLDGS CORP	18,787	$152K	0.0%	$11.42	—	COM	05351X101
SAN	BANCO SANTANDER SA	56,000	$133K	0.0%	$4.04	—	ADR	05964H105
NWL	NEWELL BRANDS INC	10,000	$133K	0.0%	$13.25	-0.9%	COM	651229106
EXTR	EXTREME NETWORKS INC	42,978	$133K	0.0%	$6.72	-17.4%	COM	30226D106
GT	GOODYEAR TIRE & RUBR CO	22,000	$130K	0.0%	$24.54	-55.5%	COM	382550101
LC	LENDINGCLUB CORP	15,727	$123K	0.0%	$14.31	-22.2%	COM NEW	52603A208
—	ZUORA INC	14,786	$119K	0.0%	$15.03	—	COM CL A	98983V106
—	ENDURANCE INTL GROUP HLDGS I	53,064	$102K	0.0%	$4.76	—	COM	29272B105
FLEX	FLEX LTD	12,200	$102K	0.0%	$10.47	-17.3%	ORD	Y2573F102
UNFI	UNITED NAT FOODS INC	10,218	$94,000	0.0%	$8.06	-1.7%	COM	911163103
—	VONAGE HLDGS CORP	12,693	$92,000	0.0%	$7.25	—	COM	92886T201
BWAY	BRAINSWAY LTD	11,424	$80,000	0.0%	$10.49	—	SPONSORED ADS	10501L106
EB	EVENTBRITE INC	10,958	$80,000	0.0%	$18.58	-9.2%	COM CL A	29975E109
—	GLU MOBILE INC	12,468	$78,000	0.0%	$10.69	—	COM	379890106
—	NATIONAL CINEMEDIA INC	18,530	$60,000	0.0%	$6.71	—	COM	635309107
—	REDHILL BIOPHARMA LTD	13,000	$57,000	0.0%	$4.38	—	SPONSORED ADS	757468103
GPRO	GOPRO INC	21,540	$56,000	0.0%	$5.98	-37.9%	CL A	38268T103
BCOMF	B COMMUNICATIONS LTD	50,285	$45,000	0.0%	$1.31	0.0%	SHS	M15629104
—	CHEETAH MOBILE INC	21,303	$45,000	0.0%	$3.54	—	ADR	163075104
—	FIVE STAR SENIOR LIVING INC	15,888	$44,000	0.0%	$2.77	—	COM NEW	33832D205
WT	WISDOMTREE INVTS INC	17,384	$41,000	0.0%	$6.93	-44.1%	COM	97717P104
—	EVOGENE LTD	19,717	$23,000	0.0%	$2.24	—	SHS	M4119S104
—	STRATA SKIN SCIENCES INC	22,238	$21,000	0.0%	$2.89	—	COM NEW	86272A206
—	WAITR HLDGS INC	15,710	$19,000	0.0%	$0.31	—	COM	930752100
—	GROUPON INC	14,928	$15,000	0.0%	$1.00	—	COM	399473107
—	NORDSTROM INC	39,809	$9,000	0.0%	$7.86	—	COM	655664100
—	HEAT BIOLOGICS INC	10,000	$6,000	0.0%	$0.60	—	COM NEW	42237K300
—	REWALK ROBOTICS LTD	12,000	$5,000	0.0%	$0.42	—	SHS	M8216Q200