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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   7,229,416 44,734 SH   SOLE 0 40,807 0 3,927
AECOM COM 00766T100   1,076,997 12,681 SH   SOLE 0 12,681 0 0
ALPHABET INC CAP STK CL A 02079K305   11,283,205 127,884 SH   SOLE 0 112,215 0 15,669
ALPHABET INC CAP STK CL C 02079K107   1,911,244 21,540 SH   SOLE 0 13,525 0 8,015
AMAZON COM INC COM 023135106   10,496,724 124,961 SH   SOLE 0 96,690 0 28,271
AMERICAN EXPRESS CO COM 025816109   251,323 1,701 SH   SOLE 0 1,701 0 0
AMERICAN TOWER CORP NEW COM 03027X100   8,831,814 41,687 SH   SOLE 0 35,645 0 6,042
AMGEN INC COM 031162100   2,534,739 9,651 SH   SOLE 0 8,960 0 691
APPLE INC COM 037833100   21,877,830 168,382 SH   SOLE 0 153,555 0 14,827
AT&T INC COM 00206R102   243,164 13,208 SH   SOLE 0 12,008 0 1,200
AXT INC COM 00246W103   672,786 153,604 SH   SOLE 0 73,504 0 80,100
BANK AMERICA CORP COM 060505104   1,232,362 37,209 SH   SOLE 0 36,609 0 600
BLACKLINE INC COM 09239B109   298,813 4,442 SH   SOLE 0 2,792 0 1,650
BOEING CO COM 097023105   5,333,910 28,001 SH   SOLE 0 26,111 0 1,890
BRISTOL-MYERS SQUIBB CO COM 110122108   2,925,890 40,666 SH   SOLE 0 37,844 0 2,822
CANADIAN PAC RY LTD COM 13645T100   3,257,122 43,667 SH   SOLE 0 37,768 0 5,899
CATERPILLAR INC COM 149123101   2,089,682 8,723 SH   SOLE 0 7,424 0 1,299
CHEVRON CORP NEW COM 166764100   604,881 3,370 SH   SOLE 0 3,103 0 267
CISCO SYS INC COM 17275R102   2,806,368 58,908 SH   SOLE 0 54,127 0 4,781
COCA COLA CO COM 191216100   203,425 3,198 SH   SOLE 0 3,198 0 0
COGNEX CORP COM 192422103   713,669 15,149 SH   SOLE 0 12,051 0 3,098
COMCAST CORP NEW CL A 20030N101   215,205 6,154 SH   SOLE 0 6,154 0 0
CORNING INC COM 219350105   2,226,474 69,708 SH   SOLE 0 41,653 0 28,055
COSTCO WHSL CORP NEW COM 22160K105   1,627,423 3,565 SH   SOLE 0 3,565 0 0
CROWN CASTLE INC COM 22822V101   6,487,752 47,831 SH   SOLE 0 42,150 0 5,681
DEERE & CO COM 244199105   2,744,493 6,401 SH   SOLE 0 5,286 0 1,115
DIGITAL RLTY TR INC COM 253868103   3,057,519 30,493 SH   SOLE 0 28,933 0 1,560
DISNEY WALT CO COM 254687106   4,168,329 47,978 SH   SOLE 0 42,610 0 5,368
DOMINION ENERGY INC COM 25746U109   407,410 6,644 SH   SOLE 0 5,144 0 1,500
DUKE ENERGY CORP NEW COM NEW 26441C204   655,904 6,369 SH   SOLE 0 5,699 0 670
DYCOM INDS INC COM 267475101   201,240 2,150 SH   SOLE 0 2,150 0 0
ENTEGRIS INC COM 29362U104   867,100 13,220 SH   SOLE 0 11,820 0 1,400
FREEPORT-MCMORAN INC CL B 35671D857   735,452 19,354 SH   SOLE 0 19,354 0 0
GENERAL MTRS CO COM 37045V100   226,767 6,741 SH   SOLE 0 6,206 0 535
HOME DEPOT INC COM 437076102   474,468 1,502 SH   SOLE 0 1,502 0 0
ILLUMINA INC COM 452327109   1,061,146 5,248 SH   SOLE 0 4,122 0 1,126
INCYTE CORP COM 45337C102   1,318,051 16,410 SH   SOLE 0 14,401 0 2,009
INFINERA CORP COM 45667G103   153,456 22,768 SH   SOLE 0 20,968 0 1,800
INVESCO QQQ TR UNIT SER 1 46090E103   271,339 1,019 SH   SOLE 0 129 0 890
IPG PHOTONICS CORP COM 44980X109   1,257,691 13,285 SH   SOLE 0 10,116 0 3,169
IRON MTN INC DEL COM 46284V101   652,237 13,084 SH   SOLE 0 10,234 0 2,850
ISHARES TR CORE S&P MCP ETF 464287507   284,946 1,178 SH   SOLE 0 1,178 0 0
ISHARES TR CORE S&P500 ETF 464287200   697,725 1,816 SH   SOLE 0 1,816 0 0
ISHARES TR RUS 1000 GRW ETF 464287614   294,580 1,375 SH   SOLE 0 1,375 0 0
ISHARES TR US CONSM STAPLES 464287812   354,257 1,747 SH   SOLE 0 1,747 0 0
ISHARES TR PFD AND INCM SEC 464288687   211,030 6,912 SH   SOLE 0 6,912 0 0
JOHNSON & JOHNSON COM 478160104   834,467 4,724 SH   SOLE 0 4,439 0 285
JPMORGAN CHASE & CO COM 46625H100   1,494,937 11,148 SH   SOLE 0 11,148 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103   1,112,810 6,505 SH   SOLE 0 5,941 0 564
LILLY ELI & CO COM 532457108   4,072,262 11,131 SH   SOLE 0 10,706 0 425
LINDE PLC SHS G5494J103   422,729 1,296 SH   SOLE 0 1,296 0 0
LUMENTUM HLDGS INC COM 55024U109   797,784 15,292 SH   SOLE 0 13,601 0 1,691
MARTIN MARIETTA MATLS INC COM 573284106   1,161,603 3,437 SH   SOLE 0 3,112 0 325
MARVELL TECHNOLOGY INC COM 573874104   779,766 21,052 SH   SOLE 0 19,330 0 1,722
MASTERCARD INCORPORATED CL A 57636Q104   1,862,094 5,355 SH   SOLE 0 5,355 0 0
MCDONALDS CORP COM 580135101   411,897 1,563 SH   SOLE 0 1,563 0 0
MCKESSON CORP COM 58155Q103   255,457 681 SH   SOLE 0 340 0 341
MERCK & CO INC COM 58933Y105   836,406 7,539 SH   SOLE 0 6,556 0 983
MGM RESORTS INTERNATIONAL COM 552953101   251,475 7,500 SH   SOLE 0 7,500 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104   2,312,035 32,912 SH   SOLE 0 29,773 0 3,139
MICROSOFT CORP COM 594918104   17,965,714 74,913 SH   SOLE 0 63,061 0 11,852
MICROVISION INC DEL COM NEW 594960304   57,230 24,353 SH   SOLE 0 18,003 0 6,350
MODERNA INC COM 60770K107   2,336,497 13,008 SH   SOLE 0 10,715 0 2,293
MONGODB INC CL A 60937P106   725,946 3,688 SH   SOLE 0 3,168 0 520
NIKE INC CL B 654106103   255,784 2,186 SH   SOLE 0 2,186 0 0
NOVO-NORDISK A S ADR 670100205   4,262,939 31,498 SH   SOLE 0 29,276 0 2,222
NVIDIA CORPORATION COM 67066G104   6,585,945 45,066 SH   SOLE 0 37,867 0 7,199
NXP SEMICONDUCTORS N V COM N6596X109   3,825,116 24,205 SH   SOLE 0 21,714 0 2,491
PACIRA BIOSCIENCES INC COM 695127100   937,296 24,276 SH   SOLE 0 20,412 0 3,864
PAYPAL HLDGS INC COM 70450Y103   1,791,895 25,160 SH   SOLE 0 20,150 0 5,010
PEPSICO INC COM 713448108   238,291 1,319 SH   SOLE 0 1,258 0 61
PFIZER INC COM 717081103   3,471,815 67,756 SH   SOLE 0 63,334 0 4,422
PROCTER AND GAMBLE CO COM 742718109   580,737 3,832 SH   SOLE 0 3,832 0 0
QORVO INC COM 74736K101   441,145 4,867 SH   SOLE 0 3,854 0 1,013
QUALCOMM INC COM 747525103   5,054,202 45,972 SH   SOLE 0 39,993 0 5,979
QUALYS INC COM 74758T303   555,763 4,952 SH   SOLE 0 3,652 0 1,300
QUANTA SVCS INC COM 74762E102   3,588,578 25,183 SH   SOLE 0 18,718 0 6,465
REGENERON PHARMACEUTICALS COM 75886F107   558,433 774 SH   SOLE 0 689 0 85
RIGETTI COMPUTING INC COMMON STOCK 76655K103   40,468 55,496 SH   SOLE 0 38,502 0 16,994
RIO TINTO PLC SPONSORED ADR 767204100   949,025 13,329 SH   SOLE 0 13,224 0 105
T-MOBILE US INC COM 872590104   2,049,320 14,638 SH   SOLE 0 13,612 0 1,026
TFF PHARMACEUTICALS INC COM 87241J104   106,521 101,449 SH   SOLE 0 63,249 0 38,200
UIPATH INC CL A 90364P105   177,508 13,966 SH   SOLE 0 13,966 0 0
UNION PAC CORP COM 907818108   4,758,412 22,980 SH   SOLE 0 21,062 0 1,918
UNITED PARCEL SERVICE INC CL B 911312106   4,507,382 25,928 SH   SOLE 0 20,932 0 4,996
UNIVERSAL DISPLAY CORP COM 91347P105   5,930,075 54,888 SH   SOLE 0 34,522 0 20,366
VALERO ENERGY CORP COM 91913Y100   644,956 5,084 SH   SOLE 0 4,894 0 190
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363   2,607,294 7,421 SH   SOLE 0 7,121 0 300
VERIZON COMMUNICATIONS INC COM 92343V104   5,075,041 128,808 SH   SOLE 0 115,025 0 13,783
VERTEX PHARMACEUTICALS INC COM 92532F100   4,647,914 16,095 SH   SOLE 0 12,244 0 3,851
VISA INC COM CL A 92826C839   4,239,135 20,404 SH   SOLE 0 19,054 0 1,350
VULCAN MATLS CO COM 929160109   675,224 3,856 SH   SOLE 0 3,137 0 719
ZOETIS INC CL A 98978V103   678,233 4,628 SH   SOLE 0 4,628 0 0
ZSCALER INC COM 98980G102   1,530,792 13,680 SH   SOLE 0 11,724 0 1,956