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
AT&T Inc COM 00206r102 5,775 162,583 SH   SOLE   71,949 0 90,634
AXT Inc COM 00246w103 1,195 474,250 SH   SOLE   0 0 474,250
Amazon.com Inc COM 023135106 2,565 5,910 SH   SOLE   700 0 5,210
America Movil, S.A.B. COM 02364W105 4,101 192,455 SH   SOLE   102,970 0 89,485
American Airlines Group COM 02376r102 2,708 67,810 SH   SOLE   41,782 0 26,028
American Tower REIT COM 03027x100 5,607 60,101 SH   SOLE   30,621 0 29,480
Apple Inc. COM 037833100 6,779 54,046 SH   SOLE   28,371 0 25,675
Astro-Med COM 04638f108 270 18,850 SH   SOLE   0 0 18,850
Bayer, ADR COM 072730302 5,110 36,530 SH   SOLE   19,979 0 16,551
BioLase Technology COM 090911108 771 443,231 SH   SOLE   67,809 0 375,422
Boeing Co COM 097023105 7,604 54,815 SH   SOLE   23,280 0 31,535
Bristol Myers Squibb Co COM 110122108 7,151 107,467 SH   SOLE   62,137 0 45,330
CACI International, Inc. COM 127190304 1,715 21,205 SH   SOLE   3,925 0 17,280
Canadian Pacific Railway COM 13645T100 6,798 42,425 SH   SOLE   22,325 0 20,100
Caterpillar Inc COM 149123101 3,312 39,044 SH   SOLE   12,974 0 26,070
Cisco Systems Inc COM 17275R102 5,004 182,230 SH   SOLE   89,779 0 92,451
Corning Inc COM 219350105 7,323 371,168 SH   SOLE   173,118 0 198,050
Cree Inc COM 225447101 2,916 112,043 SH   SOLE   43,758 0 68,285
Crown Castle Intl Co COM 22822V101 4,193 52,213 SH   SOLE   31,978 0 20,235
Cytori Therapeutics COM 23283k105 284 509,490 SH   SOLE   0 0 509,490
Deere & Co COM 244199105 3,857 39,740 SH   SOLE   17,590 0 22,150
Dish Network Corp Cl A COM 25470m109 512 7,565 SH   SOLE   3,440 0 4,125
DuPont De Nemours & Co COM 263534109 3,559 55,659 SH   SOLE   31,114 0 24,545
Duke Energy - New COM 26441c204 322 4,565 SH   SOLE   0 0 4,565
Dyadic International COM 26745T101 30 27,700 SH   SOLE   0 0 27,700
Entegris Inc COM 29362u104 809 55,525 SH   SOLE   0 0 55,525
Exxon Mobil COM 30231G102 202 2,426 SH   SOLE   0 0 2,426
FEI Company COM 30241L109 2,717 32,759 SH   SOLE   0 0 32,759
Faro Technologies Inc COM 311642102 1,942 41,585 SH   SOLE   7,445 0 34,140
General Electric Co COM 369604103 8,378 315,326 SH   SOLE   145,386 0 169,940
Google Inc Cl A COM 38259p508 5,137 9,512 SH   SOLE   5,171 0 4,341
Google Inc Cl C COM 38259p706 2,445 4,698 SH   SOLE   2,038 0 2,660
Hansen Medical Inc COM 411307101 580 633,595 SH   SOLE   59,060 0 574,535
Harris & Harris Group COM 413833104 133 48,200 SH   SOLE   0 0 48,200
IPG Photonics COM 44980X109 1,069 12,550 SH   SOLE   2,310 0 10,240
Intel Corp COM 458140100 3,860 126,900 SH   SOLE   69,655 0 57,245
Martin Marietta Materials Inc COM 573284106 4,071 28,770 SH   SOLE   12,985 0 15,785
Maxwell Tech Inc COM 577767106 471 78,970 SH   SOLE   0 0 78,970
Mckesson HBOC COM 58155Q103 296 1,315 SH   SOLE   0 0 1,315
Mentor Graphics COM 587200106 899 34,025 SH   SOLE   0 0 34,025
Merck & Co Inc COM 58933y105 3,388 59,513 SH   SOLE   32,835 0 26,678
Mesoblast Ltd Adr COM 590717104 668 46,207 SH   SOLE   8,327 0 37,880
Microsoft Corp COM 594918104 5,042 114,199 SH   SOLE   54,018 0 60,181
Microvision Inc COM 594960304 175 58,414 SH   SOLE   0 0 58,414
Morphosys AG COM D55040105 2,967 41,665 SH   SOLE   5,660 0 36,005
NeoPhotonics Corp COM 64051T100 636 69,625 SH   SOLE   0 0 69,625
Newport Corporation COM 651824104 1,138 60,000 SH   SOLE   0 0 60,000
Novozymes, ADR COM 670108109 495 10,425 SH   SOLE   0 0 10,425
Numerex Corp COM 67053a102 115 13,450 SH   SOLE   0 0 13,450
Ophthotech Corp COM 683745103 370 7,100 SH   SOLE   0 0 7,100
Osiris Therapeutics COM 68827r108 678 34,825 SH   SOLE   0 0 34,825
Philips NV, ADR COM 500472303 360 14,128 SH   SOLE   0 0 14,128
Qualcomm Inc COM 747525103 4,065 64,910 SH   SOLE   33,150 0 31,760
Sangamo BioSciences Inc COM 800677106 1,266 114,120 SH   SOLE   0 0 114,120
Sanofi-Aventis, ADR COM 80105n105 2,411 48,674 SH   SOLE   31,069 0 17,605
Scana Corp COM 80589M102 496 9,792 SH   SOLE   0 0 9,792
Senomyx Inc. COM 81724Q107 1,306 243,590 SH   SOLE   0 0 243,590
Solazyme Inc COM 83415T101 193 61,600 SH   SOLE   0 0 61,600
Union Pacific Corp COM 907818108 6,657 69,806 SH   SOLE   35,420 0 34,386
Unisys Corp COM 909214306 4,288 214,490 SH   SOLE   69,020 0 145,470
United Continental Hldgs COM 910047109 5,406 101,990 SH   SOLE   49,930 0 52,060
United Parcel Service Inc COM 911312106 4,825 49,793 SH   SOLE   24,225 0 25,568
Universal Display Corp COM 91347p105 4,460 86,226 SH   SOLE   8,265 0 77,961
Universal Electronics Inc COM 913483103 2,838 56,936 SH   SOLE   34,838 0 22,098
Verizon Communications COM 92343v104 8,195 175,826 SH   SOLE   79,577 0 96,249
Vertex Pharmaceuticals COM 92532F100 3,539 28,661 SH   SOLE   2,770 0 25,891
Vulcan Materials Co. COM 929160109 549 6,545 SH   SOLE   0 0 6,545
Microvision Warrants - exp 11/ COM 594960171 2 176,650 SH   SOLE   0 0 176,650