Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TEVA	TEVA PHARMACEUTICAL INDS LTD	11,151,676	$94.7M	4.0%	$7.99	—	SPONSORED ADS	881624209
GDX	VANECK VECTORS ETF TR	1,883,960	$69.55M	2.9%	$29.02	—	GOLD MINERS ETF	92189F106
SEDG	SOLAREDGE TECHNOLOGIES INC	291,874	$64.9M	2.7%	$74.55	+157.8%	COM	83417M104
ADBE	ADOBE SYSTEMS INCORPORATED	95,561	$44.17M	1.8%	$340.15	+36.8%	COM	00724F101
XLF	SELECT SECTOR SPDR TR	1,943,900	$44.11M	1.8%	$22.29	—	SBI INT-FINL	81369Y605
—	VIVINT SOLAR INC	1,098,242	$43.85M	1.8%	$5.97	—	COM	92854Q106
FCX	FREEPORT-MCMORAN INC	2,957,346	$43.6M	1.8%	$9.58	+40.9%	CL B	35671D857
MSFT	MICROSOFT CORP	214,611	$42.48M	1.8%	$156.75	+28.1%	COM	594918104
RDWR	RADWARE LTD	1,815,047	$41.52M	1.7%	$24.72	+2.3%	ORD	M81873107
CRM	SALESFORCE COM INC	169,092	$40.02M	1.7%	$206.39	+4.8%	COM	79466L302
LEN	LENNAR CORP	508,570	$39.16M	1.6%	$46.48	+41.7%	CL A	526057104
PRGO	PERRIGO CO PLC	828,211	$35.85M	1.5%	$52.16	+0.4%	SHS	G97822103
V	VISA INC	186,593	$35.15M	1.5%	$172.05	+11.7%	COM CL A	92826C839
MA	MASTERCARD INCORPORATED	108,952	$34.71M	1.5%	$268.41	+17.6%	CL A	57636Q104
RUN	SUNRUN INC	455,906	$33.01M	1.4%	$21.19	+122.1%	COM	86771W105
TSEM	TOWER SEMICONDUCTOR LTD	1,859,691	$31.94M	1.3%	$18.67	+8.0%	SHS NEW	M87915274
FVRR	FIVERR INTL LTD	241,664	$31.88M	1.3%	$23.27	+360.8%	ORD SHS	M4R82T106
ORA	ORMAT TECHNOLOGIES INC	570,498	$31.79M	1.3%	$66.20	-11.8%	COM	686688102
MRK	MERCK & CO. INC	404,275	$31.74M	1.3%	$64.18	+2.7%	COM	58933Y105
FISV	FISERV INC	315,459	$30.65M	1.3%	$99.60	0.0%	COM	337738108
DIS	DISNEY WALT CO	252,792	$29.58M	1.2%	$115.11	+6.1%	COM DISNEY	254687106
AUDC	AUDIOCODES LTD	988,901	$29.36M	1.2%	$20.73	+40.7%	ORD	M15342104
SPY	SPDR S&P 500 ETF TR	88,732	$28.09M	1.2%	$263.75	—	TR UNIT	78462F103
SNAP	SNAP INC	1,104,210	$27.18M	1.1%	$23.26	0.0%	CL A	83304A106
—	SUNNOVA ENERGY INTL INC.	968,591	$27.16M	1.1%	$9.88	—	COM	86745K104
STZ	CONSTELLATION BRANDS INC	145,439	$25.96M	1.1%	$174.79	-4.5%	CL A	21036P108
—	MYLAN NV	1,821,989	$25.44M	1.1%	$18.79	—	SHS EURO	N59465109
JPM	JPMORGAN CHASE & CO	278,656	$25.29M	1.1%	$92.51	-7.6%	COM	46625H100
MAS	MASCO CORP	475,944	$24.77M	1.0%	$36.60	+39.4%	COM	574599106
MOS	MOSAIC CO NEW	1,410,397	$24.29M	1.0%	$16.95	-13.9%	COM	61945C103
—	VERINT SYS INC	536,578	$24.25M	1.0%	$45.09	—	COM	92343X100
SONY	SONY CORP	331,862	$24.02M	1.0%	$57.75	—	SPONSORED ADR	835699307
CHKP	CHECK POINT SOFTWARE TECH LT	209,561	$23.86M	1.0%	$114.83	+6.2%	ORD	M22465104
HAS	HASBRO INC	303,551	$23.67M	1.0%	$79.09	-20.7%	COM	418056107
ZBH	ZIMMER BIOMET HOLDINGS INC	180,745	$23.18M	1.0%	$123.04	+1.6%	COM	98956P102
—	ATHENE HOLDING LTD	713,381	$22.92M	1.0%	$40.27	—	CL A	G0684D107
LNG	CHENIERE ENERGY INC	507,112	$22.22M	0.9%	$49.62	+2.2%	COM NEW	16411R208
PHM	PULTE GROUP INC	500,000	$21.86M	0.9%	$28.36	+42.9%	COM	745867101
WIX	WIX COM LTD	90,728	$21.85M	0.9%	$132.13	+108.7%	SHS	M98068105
INMD	INMODE LTD	628,443	$21.41M	0.9%	$15.37	+6.7%	SHS	M5425M103
GM	GENERAL MTRS CO	742,601	$20.71M	0.9%	$31.29	-13.4%	COM	37045V100
NVCR	NOVOCURE LTD	197,971	$20.42M	0.9%	$77.02	+3.8%	ORD SHS	G6674U108
MS	MORGAN STANLEY	446,521	$20.35M	0.9%	$36.72	+15.8%	COM NEW	617446448
OVV	OVINTIV INC	2,590,000	$19.92M	0.8%	$13.13	-21.4%	COM	69047Q102
KRNT	KORNIT DIGITAL LTD	326,033	$19.86M	0.8%	$29.80	+92.4%	SHS	M6372Q113
CSTE	CAESARSTONE LTD	2,106,050	$19.46M	0.8%	$13.97	-27.0%	ORD SHS	M20598104
XPO	XPO LOGISTICS INC	237,279	$18.94M	0.8%	$23.12	+24.4%	COM	983793100
—	SOL GEL TECHNOLOGIES	2,700,790	$18.43M	0.8%	$8.44	—	SHS	M8694L103
IHF	ISHARES TR	95,270	$18.13M	0.8%	$154.72	—	US HLTHCR PR ETF	464288828
TSM	TAIWAN SEMICONDUCTOR MFG LTD	235,500	$18M	0.8%	$47.90	—	SPONSORED ADS	874039100
UBER	UBER TECHNOLOGIES INC	510,480	$17.55M	0.7%	$33.01	0.0%	COM	90353T100
—	RADA ELECTR INDS LTD	3,071,579	$17.2M	0.7%	$4.45	—	COM PAR NEW	M81863124
VOO	VANGUARD INDEX FDS	58,830	$17.09M	0.7%	$266.54	—	S&P 500 ETF SHS	922908363
NXPI	NXP SEMICONDUCTORS N V	142,952	$16.82M	0.7%	$102.90	+8.1%	COM	N6596X109
URGN	UROGEN PHARMA LTD	901,979	$16.41M	0.7%	$31.33	-27.7%	COM	M96088105
GS	GOLDMAN SACHS GROUP INC	85,433	$16.19M	0.7%	$179.78	-0.5%	COM	38141G104
OC	OWENS CORNING NEW	244,250	$15.84M	0.7%	$57.10	+12.3%	COM	690742101
ENPH	ENPHASE ENERGY INC	204,589	$15.76M	0.7%	$47.79	+40.1%	COM	29355A107
WDC	WESTERN DIGITAL CORP.	455,333	$15.69M	0.7%	$40.35	-26.6%	COM	958102105
CAMT	CAMTEK LTD	1,033,751	$14.98M	0.6%	$9.07	+61.2%	ORD	M20791105
CVX	CHEVRON CORP NEW	218,950	$14.86M	0.6%	$70.27	-5.4%	COM	166764100
—	APTIV PLC	169,368	$14.64M	0.6%	$50.54	—	SHS	G6095L109
FANG	DIAMONDBACK ENERGY INC	500,000	$14.2M	0.6%	$57.83	-47.5%	COM	25278X109
DOX	AMDOCS LTD	261,100	$14.15M	0.6%	$57.25	-6.8%	SHS	G02602103
SSRM	SSR MNG INC	800,000	$14.08M	0.6%	$19.40	+9.7%	COM	784730103
MC	MOELIS & CO	416,102	$13.79M	0.6%	$21.44	+1.9%	CL A	60786M105
CEVA	CEVA INC	363,092	$13.49M	0.6%	$35.90	+10.5%	COM	157210105
—	AMERICAN WELL CORP	480,000	$13.41M	0.6%	$27.94	—	CL A	03044L105
ITRN	ITURAN LOCATION AND CONTROL	994,554	$13.09M	0.5%	$23.43	-38.3%	SHS	M6158M104
IVV	ISHARES TR	39,840	$12.62M	0.5%	$256.37	—	CORE S&P500 ETF	464287200
MATW	MATTHEWS INTL CORP	598,610	$12.62M	0.5%	$18.02	0.0%	CL A	577128101
META	FACEBOOK INC	48,148	$11.88M	0.5%	$193.69	+32.2%	CL A	30303M102
NICE	NICE LTD	53,550	$11.46M	0.5%	$137.18	—	SPONSORED ADR	653656108
DAL	DELTA AIR LINES INC DEL	391,095	$11.28M	0.5%	$55.95	-49.9%	COM NEW	247361702
CCEP	COCA COLA EUROPEAN PARTNERS	300,000	$10.98M	0.5%	$42.88	-19.8%	SHS	G25839104
CPRI	CAPRI HOLDINGS LIMITED	642,884	$10.91M	0.5%	$31.15	-45.6%	SHS	G1890L107
ON	ON SEMICONDUCTOR CORP	508,756	$10.4M	0.4%	$17.90	+18.5%	COM	682189105
—	DARIOHEALTH CORP	669,161	$9.778M	0.4%	$14.61	—	COM NEW	23725P209
C	CITIGROUP INC	238,294	$9.674M	0.4%	$54.15	-24.2%	COM NEW	172967424
—	ATLANTICA SUSTAINABLE INFR P	350,792	$9.456M	0.4%	$25.49	—	SHS	G0751N103
IWM	ISHARES TR	63,337	$8.942M	0.4%	$136.12	—	RUSSELL 2000 ETF	464287655
—	CYBERARK SOFTWARE LTD	91,873	$8.869M	0.4%	$87.73	—	SHS	M2682V108
HON	HONEYWELL INTL INC	57,060	$8.854M	0.4%	$139.31	-4.4%	COM	438516106
VRNS	VARONIS SYS INC	79,737	$8.691M	0.4%	$26.14	+42.6%	COM	922280102
SIL	GLOBAL X FDS	198,000	$8.09M	0.3%	$40.86	—	GLOBAL X SILVER	37954Y848
BABA	ALIBABA GROUP HLDG LTD	30,735	$8.068M	0.3%	$195.80	—	SPONSORED ADS	01609W102
IFF	INTERNATIONAL FLAVORS&FRAGRA	68,626	$7.968M	0.3%	$107.65	-0.2%	COM	459506101
ELLO	ELLOMAY CAPITAL LIMITED	291,357	$7.966M	0.3%	$12.84	+108.0%	SHS	M39927120
ALLT	ALLOT LTD	854,041	$7.341M	0.3%	$8.24	+28.4%	SHS	M0854Q105
KMDA	KAMADA LTD	921,663	$7.264M	0.3%	$5.38	+64.2%	SHS	M6240T109
CRI	CARTERS INC	84,360	$6.886M	0.3%	$74.35	-7.3%	COM	146229109
NVMI	NOVA MEASURING INSTRUMENTS L	137,330	$6.75M	0.3%	$28.42	+80.3%	COM	M7516K103
CIEN	CIENA CORP	177,714	$6.702M	0.3%	$45.51	+15.6%	COM NEW	171779309
SMH	VANECK VECTORS ETF TR	39,043	$6.41M	0.3%	$113.90	—	SEMICONDUCTOR ET	92189F676
GOOG	ALPHABET INC	4,563	$6.323M	0.3%	$67.64	+11.9%	CAP STK CL C	02079K107
XHB	SPDR SER TR	122,723	$6.232M	0.3%	$41.73	—	S&P HOMEBUILD	78464A888
IGIB	ISHARES TR	108,268	$6.216M	0.3%	$55.71	—	ISHS 5-10YR INVT	464288638
—	HENNESSY CAP ACQUSTION CORP	526,231	$6.139M	0.3%	$11.67	—	CL A COM	42589C104
GOOGL	ALPHABET INC	4,296	$5.931M	0.2%	$63.45	+19.2%	CAP STK CL A	02079K305
AIOT	POWERFLEET INC	1,106,468	$5.88M	0.2%	$6.08	-12.8%	COM	73931J109
BMY	BRISTOL-MYERS SQUIBB CO	103,164	$5.872M	0.2%	$45.04	+7.9%	COM	110122108
ICL	ICL GROUP LTD	1,753,215	$5.767M	0.2%	$3.35	+2.7%	SHS	M53213100
MGIC	MAGIC SOFTWARE ENTERPRISES L	444,041	$5.476M	0.2%	$7.53	+42.4%	ORD	559166103
FOUR	SHIFT4 PMTS INC	110,000	$4.902M	0.2%	$36.53	+21.6%	CL A	82452J109
PERI	PERION NETWORK LTD	738,904	$4.792M	0.2%	$5.83	+2.5%	SHS NEW	M78673114
IGSB	ISHARES TR	88,206	$4.565M	0.2%	$51.36	—	ISHS 1-5YR INVS	464288646
—	SAILPOINT TECHNLGIES HLDGS I	124,100	$4.5M	0.2%	$36.26	—	COM	78781P105
KWEB	KRANESHARES TR	70,000	$4.498M	0.2%	$59.45	—	CSI CHI INTERNET	500767306
STEP	STEPSTONE GROUP INC	170,000	$4.265M	0.2%	$25.51	0.0%	COM CL A	85914M107
—	LIQTECH INTL INC	573,730	$4.235M	0.2%	$6.62	—	COM	53632A201
QURE	UNIQURE NV	117,412	$4.077M	0.2%	$55.63	-26.4%	SHS	N90064101
NVDA	NVIDIA CORPORATION	7,873	$3.952M	0.2%	$7.28	+59.3%	COM	67066G104
IGV	ISHARES TR	12,943	$3.795M	0.2%	$202.83	—	EXPANDED TECH	464287515
FOLD	AMICUS THERAPEUTICS INC	283,406	$3.773M	0.2%	$10.48	+39.1%	COM	03152W109
—	ORGENESIS INC	744,889	$3.539M	0.1%	$3.74	—	COM NEW	68619K204
—	MIMECAST LTD	80,000	$3.47M	0.1%	$38.41	—	ORD SHS	G14838109
—	GORES HLDGS IV INC	395,793	$3.446M	0.1%	$8.71	—	COM CL A	382865103
CGEN	COMPUGEN LTD	214,977	$3.308M	0.1%	$8.28	+98.0%	ORD	M25722105
WMG	WARNER MUSIC GROUP CORP	122,300	$3.254M	0.1%	$27.74	-6.3%	COM CL A	934550203
LVS	LAS VEGAS SANDS CORP	73,976	$3.254M	0.1%	$50.17	-9.1%	COM	517834107
IOVA	IOVANCE BIOTHERAPEUTICS INC	100,000	$3.103M	0.1%	$30.66	0.0%	COM	462260100
CIBR	FIRST TR EXCHANGE TRADED FD	93,615	$3.07M	0.1%	$27.53	—	NASDAQ CYB ETF	33734X846
BKNG	BOOKING HOLDINGS INC	1,936	$3.049M	0.1%	$1693.22	+2.0%	COM	09857L108
IHI	ISHARES TR	10,500	$2.965M	0.1%	$227.02	—	U.S. MED DVC ETF	464288810
PFE	PFIZER INC	84,158	$2.879M	0.1%	$26.17	+3.6%	COM	717081103
SPGI	S&P GLOBAL INC	8,507	$2.859M	0.1%	$263.91	+27.9%	COM	78409V104
PM	PHILIP MORRIS INTL INC	40,359	$2.838M	0.1%	$56.56	+4.1%	COM	718172109
QCOM	QUALCOMM INC	25,483	$2.816M	0.1%	$70.96	+34.1%	COM	747525103
RDCM	RADCOM LTD	313,577	$2.797M	0.1%	$8.61	+5.4%	SHS NEW	M81865111
XIFR	NEXTERA ENERGY PARTNERS LP	47,220	$2.669M	0.1%	$52.31	+13.0%	COM UNIT PART IN	65341B106
—	GORES METROPOULOS INC	245,666	$2.645M	0.1%	$10.77	—	COM CL A	382872109
—	SAPIENS INTL CORP N V	86,688	$2.499M	0.1%	$18.39	—	SHS	G7T16G103
KRE	SPDR SER TR	72,500	$2.438M	0.1%	$36.50	—	S&P REGL BKG	78464A698
SSYS	STRATASYS LTD	197,813	$2.347M	0.1%	$18.12	-19.4%	SHS	M85548101
PYPL	PAYPAL HLDGS INC	12,713	$2.344M	0.1%	$109.95	+70.9%	COM	70450Y103
SCHW	SCHWAB CHARLES CORP	69,454	$2.344M	0.1%	$37.66	-14.0%	COM	808513105
CMP	COMPASS MINERALS INTL INC	42,032	$2.336M	0.1%	$48.12	+4.2%	COM	20451N101
BIIB	BIOGEN INC	8,746	$2.33M	0.1%	$298.43	-6.5%	COM	09062X103
MDT	MEDTRONIC PLC	23,286	$2.256M	0.1%	$89.12	-3.2%	SHS	G5960L103
ESLT	ELBIT SYS LTD	19,643	$2.227M	0.1%	$144.12	-13.2%	ORD	M3760D101
GWRE	GUIDEWIRE SOFTWARE INC	21,850	$2.175M	0.1%	$104.45	+7.6%	COM	40171V100
KKR	KKR & CO INC	66,780	$2.15M	0.1%	$27.09	+22.9%	COM	48251W104
CTVA	CORTEVA INC	78,865	$2.127M	0.1%	$24.54	+7.9%	COM	22052L104
MCHP	MICROCHIP TECHNOLOGY INC.	21,907	$2.123M	0.1%	$41.94	+11.7%	COM	595017104
—	NEW ORIENTAL ED & TECHNOLOGY	15,289	$2.119M	0.1%	$110.11	—	SPON ADR	647581107
YUMC	YUM CHINA HLDGS INC	43,457	$2.109M	0.1%	$45.24	+17.0%	COM	98850P109
INTC	INTEL CORP	43,580	$2.105M	0.1%	$52.33	-11.1%	COM	458140100
NKE	NIKE INC	17,437	$2.075M	0.1%	$86.15	+15.7%	CL B	654106103
—	PARTNER COMMUNICATIONS CO LT	559,984	$2.064M	0.1%	$4.49	—	ADR	70211M109
SBUX	STARBUCKS CORP	25,773	$2.058M	0.1%	$69.87	+1.3%	COM	855244109
—	MOHAWK GROUP HLDGS INC	255,636	$2.043M	0.1%	$7.99	—	COM	608189106
YUM	YUM BRANDS INC	23,770	$2.034M	0.1%	$80.02	+4.2%	COM	988498101
BLKB	BLACKBAUD INC	37,204	$2.011M	0.1%	$67.74	-11.5%	COM	09227Q100
WFC	WELLS FARGO CO NEW	90,733	$1.991M	0.1%	$32.70	-33.3%	COM	949746101
CAT	CATERPILLAR INC DEL	14,224	$1.984M	0.1%	$113.26	+12.0%	COM	149123101
USB	US BANCORP DEL	59,358	$1.977M	0.1%	$32.07	-9.8%	COM NEW	902973304
IQV	IQVIA HLDGS INC	13,476	$1.962M	0.1%	$142.04	+10.3%	COM	46266C105
MNST	MONSTER BEVERAGE CORP NEW	25,990	$1.953M	0.1%	$32.18	+22.8%	COM	61174X109
—	KELLOGG CO	32,396	$1.939M	0.1%	$49.59	+5.4%	COM	487836108
GD	GENERAL DYNAMICS CORP	14,824	$1.938M	0.1%	$144.98	-9.6%	COM	369550108
—	SONIM TECHNOLOGIES INC	2,568,682	$1.879M	0.1%	$0.76	—	COM	83548F101
MO	ALTRIA GROUP INC	50,998	$1.846M	0.1%	$27.27	-0.3%	COM	02209S103
—	REATA PHARMACEUTICALS INC	20,000	$1.837M	0.1%	$91.85	—	CL A	75615P103
GILD	GILEAD SCIENCES INC	31,114	$1.823M	0.1%	$51.50	+9.0%	COM	375558103
EWY	ISHARES INC	29,410	$1.811M	0.1%	$53.37	—	MSCI STH KOR ETF	464286772
CEMB	ISHARES INC	36,689	$1.788M	0.1%	$47.50	—	JP MRG EM CRP BD	464286251
BWAY	BRAINSWAY LTD	321,895	$1.77M	0.1%	$8.66	—	SPONSORED ADS	10501L106
MANU	MANCHESTER UTD PLC NEW	128,678	$1.768M	0.1%	$17.74	-14.0%	ORD CL A	G5784H106
WLY	WILEY JOHN & SONS INC	59,473	$1.758M	0.1%	$32.52	-13.3%	CL A	968223206
—	LIVEPERSON INC	35,271	$1.731M	0.1%	$49.08	—	COM	538146101
EWT	ISHARES INC	40,775	$1.725M	0.1%	$37.40	—	MSCI TAIWAN ETF	46434G772
ZTS	ZOETIS INC	10,727	$1.639M	0.1%	$125.90	+16.5%	CL A	98978V103
FDX	FEDEX CORP	6,813	$1.624M	0.1%	$125.57	+44.1%	COM	31428X106
PAGS	PAGSEGURO DIGITAL LTD	43,861	$1.551M	0.1%	$30.75	+26.3%	COM CL A	G68707101
—	TUFIN SOFTWARE TECHNOLOGIS L	177,163	$1.382M	0.1%	$9.70	—	SHS	M8893U102
NOW	SERVICENOW INC	2,984	$1.374M	0.1%	$62.52	+42.9%	COM	81762P102
WMT	WALMART INC	9,673	$1.267M	0.1%	$36.41	+13.5%	COM	931142103
NFLX	NETFLIX INC	2,586	$1.204M	0.1%	$44.36	+12.2%	COM	64110L106
VEEV	VEEVA SYS INC	4,538	$1.203M	0.1%	$146.59	+79.8%	CL A COM	922475108
—	LAM RESEARCH CORP	3,754	$1.196M	0.1%	$318.59	—	COM	512807108
NEM	NEWMONT CORP	20,000	$1.196M	0.1%	$32.39	+70.2%	COM	651639106
CMCSA	COMCAST CORP NEW	27,172	$1.184M	0.0%	$36.05	+4.4%	CL A	20030N101
VIPS	VIPSHOP HOLDINGS LIMITED	79,862	$1.161M	0.0%	$15.08	—	SPONSORED ADS A	92763W103
—	MOMO INC	88,398	$1.137M	0.0%	$17.82	—	ADR	60879B107
TIP	ISHARES TR	9,467	$1.129M	0.0%	$117.48	—	TIPS BD ETF	464287176
AAXJ	ISHARES TR	15,375	$1.118M	0.0%	$65.75	—	MSCI AC ASIA ETF	464288182
—	INTERNATIONAL FLAVORS&FRAGRA	26,000	$1.09M	0.0%	$47.69	—	UNIT 09/15/2021	459506309
—	BLACKROCK INC	2,082	$1.09M	0.0%	$426.67	—	COM	09247X101
KO	COCA COLA CO	23,387	$1.079M	0.0%	$42.59	-4.2%	COM	191216100
LMT	LOCKHEED MARTIN CORP	2,893	$1.061M	0.0%	$329.03	0.0%	COM	539830109
HUM	HUMANA INC	2,740	$1.061M	0.0%	$268.41	+42.7%	COM	444859102
—	REDHILL BIOPHARMA LTD	109,821	$1.06M	0.0%	$5.13	—	SPONSORED ADS	757468103
—	NATIONAL CINEMEDIA INC	409,436	$1.048M	0.0%	$7.82	—	COM	635309107
—	GORES METROPOULOS INC	150,000	$1.032M	0.0%	$6.88	—	*W EXP 01/28/202	382872117
—	TIFFANY & CO NEW	9,365	$1.029M	0.0%	$114.14	—	COM	886547108
PII	POLARIS INC	11,761	$1.013M	0.0%	$82.03	+20.0%	COM	731068102
SHYG	ISHARES TR	24,451	$1.013M	0.0%	$44.63	—	0-5YR HI YL CP	46434V407
—	ITAMAR MED LTD	52,364	$1.009M	0.0%	$11.50	—	SPONSORED ADS	465437101
—	CERNER CORP	14,721	$989K	0.0%	$64.41	—	COM	156782104
EMR	EMERSON ELEC CO	16,075	$988K	0.0%	$57.76	+1.8%	COM	291011104
SYF	SYNCHRONY FINANCIAL	39,505	$975K	0.0%	$25.18	-14.9%	COM	87165B103
ALLE	ALLEGION PLC	10,346	$965K	0.0%	$106.23	-11.0%	ORD SHS	G0176J109
—	INPHI CORP	9,000	$959K	0.0%	$106.56	—	COM	45772F107
—	ACTIVISION BLIZZARD INC	12,501	$953K	0.0%	$59.65	—	COM	00507V109
—	VIRGIN GALACTIC HOLDINGS INC	49,200	$949K	0.0%	$19.29	—	COM	92766K106
—	DSP GROUP INC	75,697	$947K	0.0%	$13.22	—	COM	23332B106
HOG	HARLEY DAVIDSON INC	42,396	$944K	0.0%	$21.74	+23.9%	COM	412822108
D	DOMINION ENERGY INC	12,790	$940K	0.0%	$63.12	-1.7%	COM	25746U109
TSLA	TESLA INC	2,326	$920K	0.0%	$118.07	0.0%	COM	88160R101
CRNT	CERAGON NETWORKS LTD	371,010	$872K	0.0%	$2.06	+16.8%	ORD	M22013102
FSLR	FIRST SOLAR INC	13,873	$861K	0.0%	$52.41	+26.7%	COM	336433107
SILC	SILICOM LTD	27,288	$833K	0.0%	$31.82	+12.9%	ORD	M84116108
CWEN	CLEARWAY ENERGY INC	32,677	$831K	0.0%	$18.69	0.0%	CL C	18539C204
—	89BIO INC	33,751	$798K	0.0%	$19.28	—	COM	282559103
MTCH	MATCH GROUP INC NEW	7,737	$796K	0.0%	$103.47	0.0%	COM	57667L107
PLX	PROTALIX BIOTHERAPEUTICS INC	204,355	$751K	0.0%	$3.43	+5.3%	COM	74365A309
XYZ	SQUARE INC	4,744	$738K	0.0%	$76.56	+84.4%	CL A	852234103
TATT	TAT TECHNOLOGIES LTD	154,266	$717K	0.0%	$5.30	-25.2%	ORD NEW	M8740S227
ICE	INTERCONTINENTAL EXCHANGE IN	7,580	$713K	0.0%	$91.98	0.0%	COM	45866F104
CNC	CENTENE CORP DEL	12,662	$687K	0.0%	$48.70	+27.6%	COM	15135B101
ZM	ZOOM VIDEO COMMUNICATIONS IN	1,499	$658K	0.0%	$219.49	+45.7%	CL A	98980L101
FXI	ISHARES TR	15,235	$603K	0.0%	$37.74	—	CHINA LG-CAP ETF	464287184
CSIQ	CANADIAN SOLAR INC	18,785	$603K	0.0%	$26.66	0.0%	COM	136635109
—	STERICYCLE INC	10,143	$602K	0.0%	$54.99	—	COM	858912108
ITRI	ITRON INC	10,197	$573K	0.0%	$69.29	-8.3%	COM	465741106
XLV	SELECT SECTOR SPDR TR	5,549	$552K	0.0%	$86.52	—	SBI HEALTHCARE	81369Y209
RCL	ROYAL CARIBBEAN GROUP	8,500	$516K	0.0%	$57.86	0.0%	COM	V7780T103
—	SUNPOWER CORP	45,489	$513K	0.0%	$11.28	—	COM	867652406
VRSK	VERISK ANALYTICS INC	2,950	$513K	0.0%	$151.29	+16.9%	COM	92345Y106
—	BEYOND AIR INC	103,327	$509K	0.0%	$6.69	—	COM	08862L103
ORMP	ORAMED PHARMACEUTICALS INC	197,763	$483K	0.0%	$3.14	+3.5%	COM NEW	68403P203
—	GALMED PHARMACEUTICALS LTD	145,865	$480K	0.0%	$3.98	—	SHS	M47238106
—	EVOQUA WATER TECHNOLOGIES CO	22,747	$451K	0.0%	$19.83	—	COM	30057T105
SWKS	SKYWORKS SOLUTIONS INC	3,298	$449K	0.0%	$96.49	+26.0%	COM	83088M102
—	SPIRIT AEROSYSTEMS HLDGS INC	24,700	$443K	0.0%	$22.30	—	COM CL A	848574109
XOP	SPDR SER TR	11,138	$442K	0.0%	$49.56	—	S&P OILGAS EXP	78468R556
SPG	SIMON PPTY GROUP INC NEW	7,300	$441K	0.0%	$46.27	+4.8%	COM	828806109
TPICQ	TPI COMPOSITES INC	16,390	$435K	0.0%	$28.07	0.0%	COM	87266J104
—	ONCOCYTE CORP	317,138	$426K	0.0%	$2.27	—	COM	68235C107
XLE	SELECT SECTOR SPDR TR	14,931	$421K	0.0%	$28.48	—	ENERGY	81369Y506
FLOT	ISHARES TR	8,266	$395K	0.0%	$47.90	—	FLTG RATE NT ETF	46429B655
—	EBIX INC	20,100	$389K	0.0%	$20.37	—	COM NEW	278715206
XLK	SELECT SECTOR SPDR TR	3,515	$387K	0.0%	$99.23	—	TECHNOLOGY	81369Y803
AYI	ACUITY BRANDS INC	4,054	$386K	0.0%	$101.11	0.0%	COM	00508Y102
—	CREE INC	6,332	$375K	0.0%	$59.22	—	COM	225447101
GOVT	ISHARES TR	13,783	$363K	0.0%	$25.10	—	US TREAS BD ETF	46429B267
ENS	ENERSYS	5,593	$355K	0.0%	$65.40	0.0%	COM	29275Y102
WCN	WASTE CONNECTIONS INC	3,388	$333K	0.0%	$96.45	0.0%	COM	94106B101
ISRG	INTUITIVE SURGICAL INC	509	$333K	0.0%	$224.54	0.0%	COM NEW	46120E602
AX	AXOS FINANCIAL INC	14,950	$330K	0.0%	$20.69	+10.5%	COM	05465C100
RSG	REPUBLIC SVCS INC	3,730	$330K	0.0%	$83.05	0.0%	COM	760759100
—	LUMBER LIQUIDATORS HLDGS INC	16,100	$329K	0.0%	$13.11	—	COM	55003T107
ETSY	ETSY INC	2,794	$325K	0.0%	$78.11	+49.9%	COM	29786A106
CWST	CASELLA WASTE SYS INC	6,124	$324K	0.0%	$54.72	0.0%	CL A	147448104
WM	WASTE MGMT INC DEL	2,985	$319K	0.0%	$101.34	0.0%	COM	94106L109
—	TWITTER INC	7,510	$317K	0.0%	$42.21	—	COM	90184L102
TTD	THE TRADE DESK INC	660	$310K	0.0%	$45.67	0.0%	COM CL A	88339J105
DXCM	DEXCOM INC	814	$309K	0.0%	$104.48	0.0%	COM	252131107
—	SPIRIT AIRLS INC	20,100	$304K	0.0%	$15.12	—	COM	848577102
A	AGILENT TECHNOLOGIES INC	3,189	$302K	0.0%	$93.24	0.0%	COM	00846U101
BSX	BOSTON SCIENTIFIC CORP	8,403	$299K	0.0%	$38.53	0.0%	COM	101137107
NBIS	YANDEX N V	4,853	$296K	0.0%	$46.39	—	SHS CLASS A	N97284108
—	US ECOLOGY INC	9,577	$291K	0.0%	$30.39	—	COM	91734M103
SHY	ISHARES TR	3,500	$285K	0.0%	$81.43	—	1 3 YR TREAS BD	464287457
SKYY	FIRST TR EXCHANGE TRADED FD	3,841	$284K	0.0%	$54.15	—	CLOUD COMPUTING	33734X192
TJX	TJX COS INC NEW	5,482	$280K	0.0%	$46.68	+7.2%	COM	872540109
—	ADVANCED DISP SVCS INC DEL	9,740	$278K	0.0%	$28.54	—	COM	00790X101
OKTA	OKTA INC	1,372	$276K	0.0%	$170.70	+22.1%	CL A	679295105
—	ANSYS INC	897	$270K	0.0%	$268.83	—	COM	03662Q105
WDAY	WORKDAY INC	1,225	$255K	0.0%	$161.65	+22.4%	CL A	98138H101
MAR	MARRIOTT INTL INC NEW	2,900	$255K	0.0%	$84.26	+8.0%	CL A	571903202
RMD	RESMED INC	1,561	$254K	0.0%	$155.99	+13.1%	COM	761152107
XYL	XYLEM INC	3,150	$249K	0.0%	$73.10	0.0%	COM	98419M100
CHGG	CHEGG INC	3,647	$247K	0.0%	$73.63	0.0%	COM	163092109
CCL	CARNIVAL CORP	16,900	$240K	0.0%	$15.46	0.0%	UNIT 99/99/9999	143658300
CMG	CHIPOTLE MEXICAN GRILL INC	200	$238K	0.0%	$24.10	0.0%	COM	169656105
PODD	INSULET CORP	1,067	$234K	0.0%	$210.61	0.0%	COM	45784P101
—	GAMIDA CELL LTD	59,203	$233K	0.0%	$4.22	—	SHS	M47364100
DDOG	DATADOG INC	2,687	$230K	0.0%	$87.05	0.0%	CL A COM	23804L103
INTU	INTUIT	747	$228K	0.0%	$264.89	+14.3%	COM	461202103
—	FARO TECHNOLOGIES INC	3,953	$227K	0.0%	$57.42	—	COM	311642102
MU	MICRON TECHNOLOGY INC	4,660	$223K	0.0%	$46.01	+2.6%	COM	595112103
—	LIVONGO HEALTH INC	1,707	$223K	0.0%	$130.64	—	COM	539183103
JMIA	JUMIA TECHNOLOGIES AG	28,800	$221K	0.0%	$7.67	—	SPONSORED ADS	48138M105
AZTA	BROOKS AUTOMATION INC NEW	4,976	$221K	0.0%	$35.99	+33.7%	COM	114340102
—	LANDCADIA HLDGS II INC	16,000	$220K	0.0%	$13.75	—	CL A	51476X105
—	NUANCE COMMUNICATIONS INC	6,996	$218K	0.0%	$31.16	—	COM	67020Y100
DT	DYNATRACE INC	5,561	$216K	0.0%	$40.94	0.0%	COM NEW	268150109
EQIX	EQUINIX INC	296	$213K	0.0%	$683.55	0.0%	COM	29444U700
—	BLACK KNIGHT INC	2,598	$213K	0.0%	$81.99	—	COM	09215C105
BEP	BROOKFIELD RENEWABLE PARTNER	4,300	$213K	0.0%	$49.53	—	PARTNERSHIP UNIT	G16258108
CGNX	COGNEX CORP	3,447	$211K	0.0%	$47.20	+29.1%	COM	192422103
HEDJ	WISDOMTREE TR	3,620	$211K	0.0%	$57.73	—	EUROPE HEDGED EQ	97717X701
ST	SENSATA TECHNOLOGIES HLDNG P	5,207	$210K	0.0%	$40.66	0.0%	SHS	G8060N102
STNE	STONECO LTD	4,125	$208K	0.0%	$50.42	—	COM CL A	G85158106
SSNC	SS&C TECHNOLOGIES HLDGS INC	3,622	$207K	0.0%	$59.83	0.0%	COM	78467J100
FIS	FIDELITY NATL INFORMATION SV	1,465	$206K	0.0%	$128.81	0.0%	COM	31620M106
—	IHS MARKIT LTD	2,812	$205K	0.0%	$72.90	—	SHS	G47567105
MCO	MOODYS CORP	758	$204K	0.0%	$272.91	0.0%	COM	615369105
SPOT	SPOTIFY TECHNOLOGY S A	890	$204K	0.0%	$171.44	+50.7%	SHS	L8681T102
—	ALTERYX INC	1,890	$203K	0.0%	$141.82	—	COM CL A	02156B103
—	SPLUNK INC	1,146	$202K	0.0%	$183.29	—	COM	848637104
IRBTQ	IROBOT CORP	2,731	$200K	0.0%	$47.98	+60.6%	COM	462726100
—	EVOGENE LTD	50,414	$188K	0.0%	$1.51	—	SHS	M4119S104
TLT	ISHARES TR	19,417	$187K	0.0%	$4.42	—	20 YR TR BD ETF	464287432
PBR	PETROLEO BRASILEIRO SA PETRO	27,876	$184K	0.0%	$6.60	—	SPONSORED ADR	71654V408
PK	PARK HOTELS RESORTS INC	15,500	$148K	0.0%	$9.55	—	COM	700517105
—	MEDIWOUND LTD	37,351	$135K	0.0%	$2.52	—	ORD SHS	M68830104
NOK	NOKIA CORP	34,665	$129K	0.0%	$4.11	—	SPONSORED ADR	654902204
MAC	MACERICH CO	18,778	$122K	0.0%	$8.25	—	COM	554382101
ADT	ADT INC DEL	15,125	$119K	0.0%	$5.29	+62.8%	COM	00090Q103
FNKO	FUNKO INC	19,000	$102K	0.0%	$5.86	0.0%	COM CL A	361008105
CELJF	CELLCOM ISRAEL LTD	20,840	$80,000	0.0%	$3.15	+19.5%	SHS	M2196U109
—	VASCULAR BIOGENICS LTD	31,872	$35,000	0.0%	$1.19	—	COM	M96883109
—	ANCHIANO THERAPEUTICS LTD	26,087	$28,000	0.0%	$2.18	—	SPONSORED ADS	03280X102
ENTX	ENTERA BIO LTD	12,400	$15,000	0.0%	$2.76	-45.1%	SHS	M40527109