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
ABBOTT LABS COM 002824100 4,507 32,025 SH   SOLE 0 30,191 0 1,834
ABBVIE INC COM 00287Y109 6,699 49,479 SH   SOLE 0 45,474 0 4,005
AECOM COM 00766T100 1,169 15,113 SH   SOLE 0 15,113 0 0
AERCAP HOLDINGS NV SHS N00985106 201 3,070 SH   SOLE 0 3,070 0 0
AIRBNB INC COM CL A 009066101 1,404 8,431 SH   SOLE 0 7,938 0 493
ALPHABET INC CAP STK CL C 02079K107 3,345 1,156 SH   SOLE 0 705 0 451
ALPHABET INC CAP STK CL A 02079K305 20,224 6,981 SH   SOLE 0 6,186 0 795
AMAZON COM INC COM 023135106 20,346 6,102 SH   SOLE 0 4,689 0 1,413
AMERICAN TOWER CORP NEW COM 03027X100 13,708 46,866 SH   SOLE 0 40,744 0 6,122
AMGEN INC COM 031162100 1,396 6,205 SH   SOLE 0 5,820 0 385
APPLE INC COM 037833100 31,600 177,956 SH   SOLE 0 162,426 0 15,530
ARENA PHARMACEUTICALS INC COM NEW 040047607 365 3,923 SH   SOLE 0 2,923 0 1,000
AT&T INC COM 00206R102 2,592 105,352 SH   SOLE 0 96,441 0 8,911
ATARA BIOTHERAPEUTICS INC COM 046513107 184 11,656 SH   SOLE 0 8,056 0 3,600
AXT INC COM 00246W103 1,619 183,741 SH   SOLE 0 84,641 0 99,100
BK OF AMERICA CORP COM 060505104 1,554 34,929 SH   SOLE 0 34,329 0 600
BLACKLINE INC COM 09239B109 517 4,990 SH   SOLE 0 3,340 0 1,650
BLACKSTONE INC COM 09260D107 293 2,268 SH   SOLE 0 2,268 0 0
BOEING CO COM 097023105 3,058 15,188 SH   SOLE 0 13,810 0 1,378
BRISTOL-MYERS SQUIBB CO COM 110122108 3,983 63,888 SH   SOLE 0 59,780 0 4,108
CANADIAN PAC RY LTD COM 13645T100 4,212 58,533 SH   SOLE 0 51,997 0 6,536
CATERPILLAR INC COM 149123101 2,027 9,803 SH   SOLE 0 8,504 0 1,299
CHEVRON CORP NEW COM 166764100 281 2,391 SH   SOLE 0 2,124 0 267
CISCO SYS INC COM 17275R102 4,566 72,052 SH   SOLE 0 67,018 0 5,034
COGNEX CORP COM 192422103 1,248 16,048 SH   SOLE 0 12,872 0 3,176
COMCAST CORP NEW CL A 20030N101 3,656 72,633 SH   SOLE 0 67,220 0 5,413
CORNING INC COM 219350105 2,758 74,085 SH   SOLE 0 45,130 0 28,955
COSTCO WHSL CORP NEW COM 22160K105 1,915 3,373 SH   SOLE 0 3,373 0 0
CROWN CASTLE INTL CORP NEW COM 22822V101 11,181 53,563 SH   SOLE 0 47,795 0 5,768
DEERE & CO COM 244199105 2,237 6,524 SH   SOLE 0 5,409 0 1,115
DEXCOM INC COM 252131107 1,076 2,003 SH   SOLE 0 1,922 0 81
DIGITAL RLTY TR INC COM 253868103 5,904 33,378 SH   SOLE 0 31,719 0 1,659
DISNEY WALT CO COM 254687106 7,337 47,370 SH   SOLE 0 41,665 0 5,705
DOMINION ENERGY INC COM 25746U109 547 6,967 SH   SOLE 0 5,467 0 1,500
DUKE ENERGY CORP NEW COM NEW 26441C204 638 6,086 SH   SOLE 0 5,416 0 670
DYCOM INDS INC COM 267475101 224 2,388 SH   SOLE 0 2,365 0 23
EASTERLY GOVT PPTYS INC COM 27616P103 220 9,584 SH   SOLE 0 9,584 0 0
ENTEGRIS INC COM 29362U104 1,932 13,939 SH   SOLE 0 12,539 0 1,400
FARO TECHNOLOGIES INC COM 311642102 1,529 21,830 SH   SOLE 0 15,360 0 6,470
FREEPORT-MCMORAN INC CL B 35671D857 760 18,209 SH   SOLE 0 18,209 0 0
GENERAL MTRS CO COM 37045V100 442 7,540 SH   SOLE 0 7,005 0 535
HOME DEPOT INC COM 437076102 478 1,153 SH   SOLE 0 1,153 0 0
ILLUMINA INC COM 452327109 2,719 7,147 SH   SOLE 0 5,950 0 1,197
INCYTE CORP COM 45337C102 1,287 17,540 SH   SOLE 0 15,236 0 2,304
INFINERA CORP COM 45667G103 280 29,223 SH   SOLE 0 27,423 0 1,800
INTEL CORP COM 458140100 250 4,859 SH   SOLE 0 4,159 0 700
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 264 1,625 SH   SOLE 0 1,625 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 724 1,819 SH   SOLE 0 1,819 0 0
IPG PHOTONICS CORP COM 44980X109 2,835 16,469 SH   SOLE 0 12,634 0 3,835
IRON MTN INC NEW COM 46284V101 673 12,854 SH   SOLE 0 10,004 0 2,850
ISHARES TR CORE S&P MCP ETF 464287507 321 1,135 SH   SOLE 0 1,135 0 0
ISHARES TR CORE S&P SCP ETF 464287804 215 1,880 SH   SOLE 0 1,880 0 0
ISHARES TR CORE S&P500 ETF 464287200 835 1,750 SH   SOLE 0 1,750 0 0
ISHARES TR US CONSUM DISCRE 464287580 272 3,242 SH   SOLE 0 3,242 0 0
ISHARES TR US INDUSTRIALS 464287754 230 2,037 SH   SOLE 0 2,037 0 0
ISHARES TR NORTH AMERN NAT 464287374 262 8,323 SH   SOLE 0 8,323 0 0
ISHARES TR U.S. FIN SVC ETF 464287770 237 1,225 SH   SOLE 0 1,225 0 0
ISHARES TR ISHARES SEMICDTR 464287523 320 590 SH   SOLE 0 590 0 0
ISHARES TR US TRSPRTION 464287192 248 898 SH   SOLE 0 898 0 0
ISHARES TR US HOME CONS ETF 464288752 261 3,147 SH   SOLE 0 3,147 0 0
ISHARES TR PFD AND INCM SEC 464288687 282 7,164 SH   SOLE 0 7,164 0 0
JOHNSON & JOHNSON COM 478160104 649 3,796 SH   SOLE 0 3,511 0 285
JPMORGAN CHASE & CO COM 46625H100 1,192 7,528 SH   SOLE 0 7,528 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 1,197 5,794 SH   SOLE 0 5,410 0 384
LILLY ELI & CO COM 532457108 867 3,137 SH   SOLE 0 3,137 0 0
LINDE PLC SHS G5494J103 218 630 SH   SOLE 0 630 0 0
LUMENTUM HLDGS INC COM 55024U109 1,764 16,677 SH   SOLE 0 14,943 0 1,734
MARTIN MARIETTA MATLS INC COM 573284106 1,950 4,427 SH   SOLE 0 3,777 0 650
MARVELL TECHNOLOGY INC COM 573874104 1,976 22,584 SH   SOLE 0 20,852 0 1,732
MASTERCARD INCORPORATED CL A 57636Q104 1,958 5,450 SH   SOLE 0 5,450 0 0
MCDONALDS CORP COM 580135101 416 1,553 SH   SOLE 0 1,553 0 0
MERCK & CO INC COM 58933Y105 480 6,264 SH   SOLE 0 5,281 0 983
META PLATFORMS INC CL A 30303M102 7,979 23,721 SH   SOLE 0 22,271 0 1,450
MGM RESORTS INTERNATIONAL COM 552953101 337 7,500 SH   SOLE 0 7,500 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 2,974 34,155 SH   SOLE 0 30,257 0 3,898
MICROSOFT CORP COM 594918104 26,946 80,119 SH   SOLE 0 68,649 0 11,470
MICROVISION INC DEL COM NEW 594960304 153 30,603 SH   SOLE 0 20,503 0 10,100
MODERNA INC COM 60770K107 3,189 12,555 SH   SOLE 0 10,539 0 2,016
MONGODB INC CL A 60937P106 1,212 2,290 SH   SOLE 0 1,924 0 366
NEOPHOTONICS CORP COM 64051T100 400 26,040 SH   SOLE 0 22,140 0 3,900
NIKE INC CL B 654106103 368 2,210 SH   SOLE 0 2,210 0 0
NOVO-NORDISK A S ADR 670100205 3,869 34,544 SH   SOLE 0 32,267 0 2,277
NUTRIEN LTD COM 67077M108 266 3,531 SH   SOLE 0 2,741 0 790
NVIDIA CORPORATION COM 67066G104 12,411 42,198 SH   SOLE 0 35,025 0 7,173
NXP SEMICONDUCTORS N V COM N6596X109 5,846 25,667 SH   SOLE 0 23,141 0 2,526
PACIRA BIOSCIENCES INC COM 695127100 1,519 25,241 SH   SOLE 0 21,365 0 3,876
PALATIN TECHNOLOGIES INC COM PAR $ .01 696077403 13 25,000 SH   SOLE 0 25,000 0 0
PAYPAL HLDGS INC COM 70450Y103 5,185 27,494 SH   SOLE 0 22,444 0 5,050
PEGASYSTEMS INC COM 705573103 447 4,000 SH   SOLE 0 4,000 0 0
PFIZER INC COM 717081103 4,432 75,055 SH   SOLE 0 70,527 0 4,528
PROCTER AND GAMBLE CO COM 742718109 499 3,052 SH   SOLE 0 3,052 0 0
PROLOGIS INC. COM 74340W103 239 1,422 SH   SOLE 0 1,422 0 0
QORVO INC COM 74736K101 4,146 26,511 SH   SOLE 0 23,372 0 3,139
QUALCOMM INC COM 747525103 8,895 48,641 SH   SOLE 0 42,588 0 6,053
QUALYS INC COM 74758T303 688 5,017 SH   SOLE 0 3,717 0 1,300
QUANTA SVCS INC COM 74762E102 2,805 24,461 SH   SOLE 0 17,334 0 7,127
REGENERON PHARMACEUTICALS COM 75886F107 489 774 SH   SOLE 0 689 0 85
RIO TINTO PLC SPONSORED ADR 767204100 851 12,716 SH   SOLE 0 12,516 0 200
SALESFORCE COM INC COM 79466L302 306 1,204 SH   SOLE 0 1,204 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 793 1,670 SH   SOLE 0 1,670 0 0
TFF PHARMACEUTICALS INC COM 87241J104 1,116 125,771 SH   SOLE 0 81,831 0 43,940
UNION PAC CORP COM 907818108 7,340 29,137 SH   SOLE 0 27,030 0 2,107
UNITED PARCEL SERVICE INC CL B 911312106 9,515 44,394 SH   SOLE 0 37,871 0 6,523
UNIVERSAL DISPLAY CORP COM 91347P105 9,645 58,445 SH   SOLE 0 37,805 0 20,640
VALERO ENERGY CORP COM 91913Y100 319 4,245 SH   SOLE 0 4,055 0 190
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 457 1,046 SH   SOLE 0 1,046 0 0
VERIZON COMMUNICATIONS INC COM 92343V104 5,709 109,868 SH   SOLE 0 97,620 0 12,248
VERTEX PHARMACEUTICALS INC COM 92532F100 3,641 16,581 SH   SOLE 0 12,734 0 3,847
VISA INC COM CL A 92826C839 7,365 33,987 SH   SOLE 0 32,161 0 1,826
VULCAN MATLS CO COM 929160109 963 4,641 SH   SOLE 0 3,922 0 719
XILINX INC COM 983919101 212 1,000 SH   SOLE 0 735 0 265
ZOETIS INC CL A 98978V103 1,114 4,565 SH   SOLE 0 4,565 0 0
ZSCALER INC COM 98980G102 5,019 15,621 SH   SOLE 0 12,872 0 2,749