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
Estimated average burden
hours per response: 23.8
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABERCROMBIE & FITCH CO CL A 002896207 16,113 1,514,354 SH   SOLE   1,514,354 0 0
ACCELERATE DIAGNOSTICS INC COM 00430H102 4,001 263,932 SH   SOLE   263,932 0 0
AKOUSTIS TECHNOLOGIES INC COM 00973N102 5,107 616,016 SH   SOLE   616,016 0 0
ALLOT LTD SHS M0854Q105 12,298 1,174,584 SH   SOLE   1,174,584 0 0
AUDIOCODES LTD ORD M15342104 1,590 50,000 SH   SOLE   50,000 0 0
AXCELIS TECHNOLOGIES INC COM NEW 054540208 19,938 715,922 SH   SOLE   715,922 0 0
BIOLINERX LTD SPONSORED ADS 09071M205 772 451,205 SH   SOLE   451,205 0 0
BLUEBIRD BIO INC COM 09609G100 8,161 133,703 SH   SOLE   133,703 0 0
BOSTON PPTYS LTD PARTNERSHIP COM 101121101 45,841 507,200 SH   SOLE   507,200 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107 32,157 2,057,390 SH   SOLE   2,057,390 0 0
CEVA INC COM 157210105 4,914 131,311 SH   SOLE   131,311 0 0
CHANGE HEALTHCARE INC COM 15912K100 23,434 2,092,365 SH   SOLE   2,092,365 0 0
COLUMBIA PPTY TR INC COM NEW 198287203 1,830 139,280 SH   SOLE   139,280 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 814 8,197 SH   SOLE   8,197 0 0
CYREN LTD SHS M26895108 550 465,804 SH   SOLE   465,804 0 0
DIGIMARC CORP NEW COM 25381B101 8,564 535,581 SH   SOLE   535,581 0 0
DSP GROUP INC COM 23332B106 26,906 1,694,345 SH   SOLE   1,694,345 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 1,665 187,735 SH   SOLE   187,735 0 0
EBAY INC. COM 278642103 137,926 2,629,671 SH   SOLE   2,629,671 0 0
EBAY INC. COM 278642103 29,666 565,600 SH Call SOLE   565,600 0 0
ESSENT GROUP LTD COM G3198U102 89,539 2,468,685 SH   SOLE   2,468,685 0 0
EVOGENE LTD SHS M4119S104 475 474,682 SH   SOLE   474,682 0 0
FRONTDOOR INC COM 35905A109 81,437 1,837,065 SH   SOLE   1,837,065 0 0
GUESS INC COM 401617105 14,877 1,538,476 SH   SOLE   1,538,476 0 0
HILTON GRAND VACATIONS INC COM 43283X105 52,818 2,701,691 SH   SOLE   2,701,691 0 0
ING GROEP N.V. SPONSORED ADR 456837103 897 130,000 SH   SOLE   130,000 0 0
INPHI CORP COM 45772F107 432 3,678 SH   SOLE   3,678 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 41,411 864,345 SH   SOLE   864,345 0 0
INTERCEPT PHARMACEUTICALS IN NOTE 2.000% 5/1 45845PAB4 3,621 5,000,000 PRN   SOLE   5,000,000 0 0
IRSA PROPIEDADES COMERCIALES SPONSORED ADR 463588103 3,629 570,633 SH   SOLE   570,633 0 0
LAMAR ADVERTISING CO NEW CL A 512816109 16,487 246,954 SH   SOLE   246,954 0 0
LIBERTY MEDIA CORP DEL COM SER A FRMLA 531229870 406 13,900 SH   SOLE   13,900 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 52,958 1,670,085 SH   SOLE   1,670,085 0 0
MARRIOTT VACTINS WORLDWID CO COM 57164Y107 113,266 1,377,760 SH   SOLE   1,377,760 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 2,020 57,613 SH   SOLE   57,613 0 0
MGIC INVT CORP WIS COM 552848103 9,869 1,205,000 SH   SOLE   1,205,000 0 0
MICROSOFT CORP COM 594918104 16,445 80,809 SH   SOLE   80,809 0 0
NLIGHT INC COM 65487K100 5,301 238,131 SH   SOLE   238,131 0 0
NUANCE COMMUNICATIONS INC COM 67020Y100 6,607 261,102 SH   SOLE   261,102 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,654 83,429 SH   SOLE   83,429 0 0
OUTFRONT MEDIA INC COM 69007J106 54,592 3,852,618 SH   SOLE   3,852,618 0 0
OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 18,934 1,456,459 SH   SOLE   1,456,459 0 0
PAMPA ENERGIA S A SPONS ADR LVL I 697660207 220 20,971 SH   SOLE   20,971 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107 59,912 1,433,641 SH   SOLE   1,433,641 0 0
PENNYMAC MTG INVT TR COM 70931T103 66,867 3,814,456 SH   SOLE   3,814,456 0 0
QORVO INC COM 74736K101 19,918 180,200 SH   SOLE   180,200 0 0
RADCOM LTD SHS NEW M81865111 1,875 230,290 SH   SOLE   230,290 0 0
RADIAN GROUP INC COM 750236101 36,916 2,380,111 SH   SOLE   2,380,111 0 0
RADWARE LTD ORD M81873107 97,610 4,137,776 SH   SOLE   4,137,776 0 0
SANGAMO THERAPEUTICS INC COM 800677106 836 93,258 SH   SOLE   93,258 0 0
SILVERGATE CAP CORP CL A 82837P408 19,713 1,408,047 SH   SOLE   1,408,047 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 14,947 116,900 SH   SOLE   116,900 0 0
SL GREEN RLTY CORP COM 78440X101 616 12,500 SH   SOLE   12,500 0 0
STARWOOD PPTY TR INC COM 85571B105 11,843 791,623 SH   SOLE   791,623 0 0
SWITCH INC CL A 87105L104 54,327 3,048,654 SH   SOLE   3,048,654 0 0
TOWER SEMICONDUCTOR LTD SHS NEW M87915274 136,935 7,173,132 SH   SOLE   7,173,132 0 0
UNIQURE NV SHS N90064101 4,312 95,700 SH   SOLE   95,700 0 0
VARONIS SYS INC COM 922280102 5,462 61,737 SH   SOLE   61,737 0 0
VICI PPTYS INC COM 925652109 4,964 245,860 SH   SOLE   245,860 0 0
WYNDHAM DESTINATIONS INC COM 98310W108 95,089 3,374,356 SH   SOLE   3,374,356 0 0