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 |
| ELI LILLY & CO COM | COM | 532457108 | 8,775,295 | 7,584 | SH | SOLE | 0 | 0 | 0 | ||
| TOWER SEMICONDUCTOR LTD | SHS | M87915274 | 36,023,775 | 158,395 | SH | SOLE | 0 | 0 | 0 | ||
| NICE LTD | SPONSORED ADR | 653656108 | 4,449,020 | 39,984 | SH | SOLE | 0 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 7,561,216 | 7,099 | SH | SOLE | 0 | 0 | 0 | ||
| SPDR S&P 500 ETF TR TR | UNIT | 78462F103 | 28,927,319 | 37,931 | SH | SOLE | 0 | 0 | 0 | ||
| SPDR TR | ENERGY | 81369Y506 | 13,130,681 | 213,507 | SH | SOLE | 0 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 59,958,617 | 306,302 | SH | SOLE | 0 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 3,036,914 | 3,373 | SH | SOLE | 0 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 12,649,740 | 55,389 | SH | SOLE | 0 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 7,268,931 | 15,934 | SH | SOLE | 0 | 0 | 0 | ||
| NOVA LTD | COM | m7516k103 | 24,633,155 | 63,949 | SH | SOLE | 0 | 0 | 0 | ||
| CAMTEK LTD | ORD | M20791105 | 3,982,007 | 25,649 | SH | SOLE | 0 | 0 | 0 | ||
| CELESTICA INC | COM | 15101Q207 | 3,286,483 | 9,093 | SH | SOLE | 0 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 20,294,617 | 380,049 | SH | SOLE | 0 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 4,389,953 | 40,334 | SH | SOLE | 0 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 5,912,726 | 149,917 | SH | SOLE | 0 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 23,484,653 | 139,441 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 8,656,826 | 47,362 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 31,369,216 | 40,960 | SH | SOLE | 0 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 3,014,141 | 8,760 | SH | SOLE | 0 | 0 | 0 | ||
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 10,035,813 | 109,693 | SH | SOLE | 0 | 0 | 0 | ||
| TTM TECHNOLOGIES INC | COM | 87305R109 | 6,398,613 | 52,089 | SH | SOLE | 0 | 0 | 0 | ||
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 6,863,258 | 32,768 | SH | SOLE | 0 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,061,649 | 17,900 | SH | SOLE | 0 | 0 | 0 | ||
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 33733E807 | 5,840,953 | 204,802 | SH | SOLE | 0 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 3,416,025 | 9,727 | SH | SOLE | 0 | 0 | 0 | ||
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | 22,157,347 | 125,105 | SH | SOLE | 0 | 0 | 0 | ||
| SILVERCREST METALS INC | CALL | 922908363 | 26,959,281 | 38,466 | SH | SOLE | 0 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 1,649,269 | 49,993 | SH | SOLE | 0 | 0 | 0 | ||
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | 6,162,705 | 59,693 | SH | SOLE | 0 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 4,150,876 | 130,244 | SH | SOLE | 0 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | 12,817,257 | 115,502 | SH | SOLE | 0 | 0 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 3,141,900 | 27,928 | SH | SOLE | 0 | 0 | 0 | ||
| ENLIGHT RENEWABLE ENERGY LTD | SHS | M4056D110 | 9,951,589 | 143,374 | SH | SOLE | 0 | 0 | 0 | ||
| INVESCO EXCH TRADED FD TR II | PURBTA MSCI US | 46138E461 | 11,834,018 | 154,592 | SH | SOLE | 0 | 0 | 0 | ||
| ELI LILLY & CO COM | COM | 532457108 | 4,415,417 | 3,816 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| TOWER SEMICONDUCTOR LTD | SHS | M87915274 | 25,698,680 | 112,996 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| NICE LTD | SPONSORED ADR | 653656108 | 2,905,705 | 26,114 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 4,107,064 | 3,856 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| SPDR TR | ENERGY | 81369Y506 | 6,426,320 | 104,493 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 40,774,334 | 208,298 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,644,958 | 1,827 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 7,721,756 | 33,811 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 3,999,874 | 8,768 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| NOVA LTD | COM | m7516k103 | 11,523,643 | 29,916 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| CAMTEK LTD | ORD | M20791105 | 2,543,306 | 16,382 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| CELESTICA INC | COM | 15101Q207 | 1,773,537 | 4,907 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 15,675,623 | 293,551 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 2,598,664 | 23,876 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 3,237,354 | 82,083 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 16,228,783 | 96,359 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| ISHARES INC | MSCI STH KOR ETF | 464286772 | 4,686,114 | 25,638 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| ALPHABET INC | CAP STK CL A | 02079K305 | 1,630,939 | 4,740 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| ORMAT TECHNOLOGIES INC | COM | 686688102 | 6,584,718 | 71,972 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| TTM TECHNOLOGIES INC | COM | 87305R109 | 3,466,176 | 28,217 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | 3,713,967 | 17,732 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| FIRST TR EXCHANGE-TRADED FD | NAT GAS ETF | 33733E807 | 3,171,367 | 111,198 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| BROADCOM INC | COM | 11135F101 | 1,851,825 | 5,273 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | 12,910,433 | 72,895 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| ENPHASE ENERGY INC | COM | 29355A107 | 890,961 | 27,007 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | 3,335,375 | 32,307 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 2,675,295 | 83,944 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | 11,718,210 | 105,598 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | 1,695,600 | 15,072 | SH | DFND | 1,2 | 0 | 0 | 0 | |
| ENLIGHT RENEWABLE ENERGY LTD | SHS | M4056D110 | 6,359,761 | 91,626 | SH | DFND | 1,2 | 0 | 0 | 0 | |