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
ACI Worldwide Inc COM 004498101 454 23,445 SH   SOLE   5,320 0 18,125
AT&T Inc COM 00206r102 5,381 132,511 SH   SOLE   71,149 0 61,362
AXT Inc COM 00246w103 2,300 443,150 SH   SOLE   215,200 0 227,950
Alphabet Inc Cl A COM 02079k305 5,156 6,412 SH   SOLE   3,964 0 2,448
Alphabet Inc Cl C COM 02079k107 2,983 3,838 SH   SOLE   2,264 0 1,574
Amazon.com Inc COM 023135106 5,101 6,092 SH   SOLE   3,293 0 2,799
American Airlines Group COM 02376r102 2,199 60,070 SH   SOLE   34,489 0 25,581
American Tower REIT COM 03027x100 5,516 48,671 SH   SOLE   27,800 0 20,871
Analogic Corporation COM 032657207 1,041 11,747 SH   SOLE   4,797 0 6,950
Apple Inc. COM 037833100 4,542 40,175 SH   SOLE   25,573 0 14,602
Astro Med Inc COM 04638f108 169 11,400 SH   SOLE   10,800 0 600
Axovant Sciences Ltd. COM G0750W104 145 10,380 SH   SOLE   2,680 0 7,700
BioLase Technology COM 090911108 289 165,419 SH   SOLE   67,422 0 97,997
Boeing Co COM 097023105 5,055 38,369 SH   SOLE   20,318 0 18,051
Bristol Myers Squibb Co COM 110122108 4,407 81,727 SH   SOLE   49,457 0 32,270
Canadian Pacific Railway Ltd COM 13645T100 2,843 18,616 SH   SOLE   10,141 0 8,475
Caterpillar Inc COM 149123101 1,757 19,798 SH   SOLE   9,658 0 10,140
Cisco Systems Inc COM 17275R102 5,437 171,400 SH   SOLE   98,126 0 73,274
Corning Inc COM 219350105 5,451 230,504 SH   SOLE   121,265 0 109,239
Cree Inc COM 225447101 923 35,895 SH   SOLE   15,260 0 20,635
Crown Castle Intl Co COM 22822V101 4,124 43,773 SH   SOLE   26,625 0 17,148
Cytori Therapeutics COM 23283k204 58 28,815 SH   SOLE   6,929 0 21,886
Deere & Co COM 244199105 1,118 13,097 SH   SOLE   5,536 0 7,561
Dominion Resources COM 25746U109 286 3,845 SH   SOLE   2,345 0 1,500
Duke Energy - New COM 26441c204 524 6,547 SH   SOLE   4,432 0 2,115
Dyadic International COM 26745T101 27 17,700 SH   SOLE   0 0 17,700
Dycom Industries Inc COM 267475101 857 10,479 SH   SOLE   9,047 0 1,432
Easterly Government Properties COM 27616P103 560 29,372 SH   SOLE   22,037 0 7,335
Entegris Inc COM 29362u104 898 51,524 SH   SOLE   17,374 0 34,150
Facebook Inc Cl A COM 30303M102 2,534 19,759 SH   SOLE   13,911 0 5,848
Faro Technologies Inc COM 311642102 1,736 48,302 SH   SOLE   26,639 0 21,663
General Electric Co COM 369604103 6,338 213,966 SH   SOLE   117,550 0 96,416
Harris & Harris Group COM 413833104 59 42,600 SH   SOLE   2,600 0 40,000
IPG Photonics COM 44980X109 1,617 19,635 SH   SOLE   11,376 0 8,259
Incyte Corporation COM 45337c102 927 9,827 SH   SOLE   5,823 0 4,004
Infinera Corp COM 45667g103 922 102,103 SH   SOLE   75,126 0 26,977
Intel Corp COM 458140100 4,268 113,061 SH   SOLE   66,849 0 46,212
Iron Mountain COM 46284V101 296 7,897 SH   SOLE   6,167 0 1,730
Martin Marietta Materials Inc COM 573284106 5,122 28,595 SH   SOLE   17,005 0 11,590
Maxwell Tech Inc COM 577767106 435 84,215 SH   SOLE   33,565 0 50,650
Mckesson Corporation COM 58155Q103 200 1,200 SH   SOLE   0 0 1,200
Mentor Graphics COM 587200106 761 28,800 SH   SOLE   9,975 0 18,825
Merck & Co Inc COM 58933y105 374 5,993 SH   SOLE   2,784 0 3,209
Mesoblast Ltd Adr COM 590717104 418 96,995 SH   SOLE   74,674 0 22,321
Microsoft Corp COM 594918104 5,077 88,138 SH   SOLE   49,014 0 39,124
Microvision Inc COM 594960304 114 82,764 SH   SOLE   23,139 0 59,625
Monolithic Power Systems Inc COM 609839105 1,445 17,955 SH   SOLE   11,250 0 6,705
Morphosys AG COM D55040105 404 9,626 SH   SOLE   2,900 0 6,726
NXP Semiconductors NV COM N6596X109 2,969 29,105 SH   SOLE   19,340 0 9,765
NeoPhotonics Corp COM 64051T100 1,059 64,800 SH   SOLE   26,300 0 38,500
Novo Nordisk A/S COM 670100205 2,403 57,771 SH   SOLE   30,740 0 27,031
Novozymes, ADR COM 670108109 274 6,225 SH   SOLE   2,800 0 3,425
Ophthotech Corp COM 683745103 853 18,486 SH   SOLE   11,637 0 6,849
Pacira Pharmaceuticals COM 695127100 567 16,565 SH   SOLE   10,263 0 6,302
Pfizer Inc COM 717081103 2,949 87,055 SH   SOLE   53,739 0 33,316
Qorvo Inc. COM 74736k101 617 11,069 SH   SOLE   8,291 0 2,778
Qualcomm Inc COM 747525103 3,178 46,396 SH   SOLE   26,533 0 19,863
Redhat COM 756577102 722 8,931 SH   SOLE   6,655 0 2,276
Regeneron Pharmaceuticals COM 75886f107 899 2,235 SH   SOLE   1,642 0 593
Sangamo BioSciences Inc COM 800677106 496 107,145 SH   SOLE   44,825 0 62,320
Scana Corp COM 80589M102 823 11,378 SH   SOLE   7,558 0 3,820
Senomyx Inc. COM 81724Q107 927 217,540 SH   SOLE   74,975 0 142,565
Summit Materials, Inc COM 86614u100 482 25,967 SH   SOLE   24,022 0 1,945
TerraVia Hldgs Inc COM 88105a106 56 20,350 SH   SOLE   10,750 0 9,600
TrovaGene, Inc COM 897238309 380 84,670 SH   SOLE   36,570 0 48,100
Union Pacific Corp COM 907818108 5,052 51,804 SH   SOLE   31,015 0 20,789
Unisys Corp COM 909214306 3,074 315,626 SH   SOLE   158,221 0 157,405
United Continental Hldgs COM 910047109 2,119 40,384 SH   SOLE   22,875 0 17,509
United Parcel Service Inc COM 911312106 3,821 34,939 SH   SOLE   18,490 0 16,449
Universal Display Corp COM 91347p105 4,769 85,914 SH   SOLE   49,876 0 36,038
Universal Electronics Inc COM 913483103 1,765 23,698 SH   SOLE   14,011 0 9,687
Verizon Communications COM 92343v104 6,182 118,939 SH   SOLE   63,437 0 55,502
Vertex Pharmaceuticals COM 92532F100 2,228 25,549 SH   SOLE   11,354 0 14,195
Vulcan Materials Co COM 929160109 1,555 13,669 SH   SOLE   6,914 0 6,755
Microvision Warrants - exp 11/ COM 594960171 2 176,650 SH   SOLE   59,150 0 117,500