The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 38,177,407 | 1,126,842 | SH | SOLE | 1,126,842 | 0 | 0 | ||
| ELI LILLY & CO COM | COM | 532457108 | 3,657,062 | 3,049 | SH | SOLE | 3,049 | 0 | 0 | ||
| TOWER SEMICONDUCTOR LTD | SHS | M87915274 | 31,066,985 | 119,195 | SH | SOLE | 119,195 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 3,632,546 | 39,984 | SH | SOLE | 39,984 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 8,194,305 | 7,099 | SH | SOLE | 7,099 | 0 | 0 | ||
| SPDR S&P 500 ETF TR TR | UNIT | 78462F103 | 28,325,733 | 37,931 | SH | SOLE | 37,931 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 58,356,657 | 306,302 | SH | SOLE | 306,302 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 3,411,351 | 3,373 | SH | SOLE | 3,373 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 11,082,785 | 55,389 | SH | SOLE | 55,389 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 7,609,600 | 15,934 | SH | SOLE | 15,934 | 0 | 0 | ||
| NOVA LTD | COM | m7516k103 | 31,415,051 | 57,861 | SH | SOLE | 57,861 | 0 | 0 | ||
| CAMTEK LTD | ORD | M20791105 | 4,183,865 | 25,649 | SH | SOLE | 25,649 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 20,374,427 | 380,049 | SH | SOLE | 380,049 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 4,730,372 | 40,334 | SH | SOLE | 40,334 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 16,507,523 | 364,083 | SH | SOLE | 364,083 | 0 | 0 | ||
| AMPHENOL CORP | CL A | 032095101 | 3,206,027 | 18,183 | SH | SOLE | 18,183 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 15,741,452 | 99,215 | SH | SOLE | 99,215 | 0 | 0 | ||
| ATI INC | COM | 01741R102 | 3,069,833 | 15,575 | SH | SOLE | 15,575 | 0 | 0 | ||
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 9,562,388 | 47,362 | SH | SOLE | 47,362 | 0 | 0 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 30,622,112 | 40,890 | SH | SOLE | 40,890 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 2,818,094 | 7,144 | SH | SOLE | 7,144 | 0 | 0 | ||
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 11,945,568 | 109,693 | SH | SOLE | 109,693 | 0 | 0 | ||
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 7,186,567 | 227,495 | SH | SOLE | 227,495 | 0 | 0 | ||
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 7,248,282 | 32,768 | SH | SOLE | 32,768 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,068,451 | 17,900 | SH | SOLE | 17,900 | 0 | 0 | ||
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | 2,802,304 | 4,543 | SH | SOLE | 4,543 | 0 | 0 | ||
| SPDR SERIES TRUST | STATE STREET SPD | 78464A755 | 6,728,570 | 62,925 | SH | SOLE | 62,925 | 0 | 0 | ||
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 | 6,699,197 | 42,333 | SH | SOLE | 42,333 | 0 | 0 | ||
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 33733E807 | 5,449,781 | 204,802 | SH | SOLE | 204,802 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 3,674,374 | 9,727 | SH | SOLE | 9,727 | 0 | 0 | ||
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | 23,988,884 | 125,105 | SH | SOLE | 125,105 | 0 | 0 | ||
| SILVERCREST METALS INC | CALL | 922908363 | 26,418,833 | 38,466 | SH | SOLE | 38,466 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 2,922,349 | 5,188 | SH | SOLE | 5,188 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 2,461,655 | 49,993 | SH | SOLE | 49,993 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 2,648,989 | 26,682 | SH | SOLE | 26,682 | 0 | 0 | ||
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | 7,954,092 | 59,693 | SH | SOLE | 59,693 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 9,661,768 | 165,328 | SH | SOLE | 165,328 | 0 | 0 | ||
| VISTRA CORP | COM | 92840M102 | 1,953,370 | 12,314 | SH | SOLE | 12,314 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | 12,373,729 | 115,502 | SH | SOLE | 115,502 | 0 | 0 | ||
| ENLIGHT RENEWABLE ENERGY LTD | SHS | M4056D110 | 12,763,153 | 143,374 | SH | SOLE | 143,374 | 0 | 0 | ||
| INVESCO EXCH TRADED FD TR II | PURBTA MSCI US | 46138E461 | 11,569,665 | 154,592 | SH | SOLE | 154,592 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 25,365,245 | 748,679 | SH | DFND | 1,2 | 748,679 | 0 | 0 | |
| ELI LILLY & CO COM | COM | 532457108 | 1,980,259 | 1,651 | SH | DFND | 1,2 | 1,651 | 0 | 0 | |
| TOWER SEMICONDUCTOR LTD | SHS | M87915274 | 22,883,149 | 87,796 | SH | DFND | 1,2 | 87,796 | 0 | 0 | |
| NICE LTD | SPONSORED ADR | 653656108 | 2,372,457 | 26,114 | SH | DFND | 1,2 | 26,114 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 4,450,942 | 3,856 | SH | DFND | 1,2 | 3,856 | 0 | 0 | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 39,684,935 | 208,298 | SH | DFND | 1,2 | 208,298 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,847,773 | 1,827 | SH | DFND | 1,2 | 1,827 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 6,765,243 | 33,811 | SH | DFND | 1,2 | 33,811 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 4,187,334 | 8,768 | SH | DFND | 1,2 | 8,768 | 0 | 0 | |
| NOVA LTD | COM | m7516k103 | 14,118,612 | 26,004 | SH | DFND | 1,2 | 26,004 | 0 | 0 | |
| CAMTEK LTD | ORD | M20791105 | 2,672,232 | 16,382 | SH | DFND | 1,2 | 16,382 | 0 | 0 | |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 15,737,269 | 293,551 | SH | DFND | 1,2 | 293,551 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 2,800,177 | 23,876 | SH | DFND | 1,2 | 23,876 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 8,973,557 | 197,917 | SH | DFND | 1,2 | 197,917 | 0 | 0 | |
| AMPHENOL CORP | CL A | 032095101 | 1,730,933 | 9,817 | SH | DFND | 1,2 | 9,817 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 12,468,296 | 78,585 | SH | DFND | 1,2 | 78,585 | 0 | 0 | |
| ATI INC | COM | 01741R102 | 1,660,568 | 8,425 | SH | DFND | 1,2 | 8,425 | 0 | 0 | |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 5,176,312 | 25,638 | SH | DFND | 1,2 | 25,638 | 0 | 0 | |
| COHERENT CORP | COM | 19247G107 | 1,521,076 | 3,856 | SH | DFND | 1,2 | 3,856 | 0 | 0 | |
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 7,837,751 | 71,972 | SH | DFND | 1,2 | 71,972 | 0 | 0 | |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 4,564,913 | 144,505 | SH | DFND | 1,2 | 144,505 | 0 | 0 | |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 3,922,318 | 17,732 | SH | DFND | 1,2 | 17,732 | 0 | 0 | |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | 1,515,576 | 2,457 | SH | DFND | 1,2 | 2,457 | 0 | 0 | |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A755 | 3,643,640 | 34,075 | SH | DFND | 1,2 | 34,075 | 0 | 0 | |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 | 3,635,477 | 22,973 | SH | DFND | 1,2 | 22,973 | 0 | 0 | |
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 33733E807 | 2,958,979 | 111,198 | SH | DFND | 1,2 | 111,198 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 1,991,876 | 5,273 | SH | DFND | 1,2 | 5,273 | 0 | 0 | |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | 13,977,616 | 72,895 | SH | DFND | 1,2 | 72,895 | 0 | 0 | |
| META PLATFORMS INC | CL A | 30303M102 | 1,583,971 | 2,812 | SH | DFND | 1,2 | 2,812 | 0 | 0 | |
| ENPHASE ENERGY INC | COM | 29355A107 | 1,329,825 | 27,007 | SH | DFND | 1,2 | 27,007 | 0 | 0 | |
| SERVICENOW INC | COM | 81762P102 | 1,431,915 | 14,423 | SH | DFND | 1,2 | 14,423 | 0 | 0 | |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | 4,304,908 | 32,307 | SH | DFND | 1,2 | 32,307 | 0 | 0 | |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 6,227,250 | 106,558 | SH | DFND | 1,2 | 106,558 | 0 | 0 | |
| VISTRA CORP | COM | 92840M102 | 1,060,600 | 6,686 | SH | DFND | 1,2 | 6,686 | 0 | 0 | |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | 11,312,714 | 105,598 | SH | DFND | 1,2 | 105,598 | 0 | 0 | |
| ENLIGHT RENEWABLE ENERGY LTD | SHS | M4056D110 | 8,156,547 | 91,626 | SH | DFND | 1,2 | 91,626 | 0 | 0 | |