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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACI Worldwide Inc COM 004498101 493 23,045 SH   SOLE   5,320 0 17,725
AT&T Inc COM 00206r102 5,385 129,597 SH   SOLE   74,492 0 55,105
AXT Inc COM 00246w103 1,706 294,175 SH   SOLE   158,325 0 135,850
Acacia Communications, Inc. COM 00401C108 1,679 28,644 SH   SOLE   17,655 0 10,989
Alphabet Inc Cl A COM 02079k305 6,238 7,358 SH   SOLE   4,757 0 2,601
Alphabet Inc Cl C COM 02079k107 2,818 3,397 SH   SOLE   2,096 0 1,301
Amazon.com Inc COM 023135106 5,389 6,079 SH   SOLE   3,353 0 2,726
American Airlines Group COM 02376r102 1,327 31,375 SH   SOLE   20,008 0 11,367
American Tower REIT COM 03027x100 6,400 52,655 SH   SOLE   32,088 0 20,567
Apple Inc. COM 037833100 5,731 39,889 SH   SOLE   26,285 0 13,604
Axovant Sciences Ltd. COM G0750W104 155 10,380 SH   SOLE   2,680 0 7,700
BioLase Technology COM 090911108 170 125,925 SH   SOLE   45,584 0 80,341
Boeing Co COM 097023105 6,499 36,748 SH   SOLE   20,310 0 16,438
Bristol Myers Squibb Co COM 110122108 4,873 89,618 SH   SOLE   56,778 0 32,840
Canadian Pacific Railway Ltd COM 13645T100 2,411 16,410 SH   SOLE   9,067 0 7,343
Caterpillar Inc COM 149123101 1,487 16,028 SH   SOLE   9,068 0 6,960
Cisco Systems Inc COM 17275R102 5,655 167,295 SH   SOLE   98,680 0 68,615
Corning Inc COM 219350105 5,735 212,405 SH   SOLE   115,754 0 96,651
Crown Castle Intl Co COM 22822V101 5,765 61,037 SH   SOLE   38,000 0 23,037
Deere & Co COM 244199105 1,077 9,896 SH   SOLE   5,211 0 4,685
Dominion Resources COM 25746U109 298 3,845 SH   SOLE   2,345 0 1,500
Duke Energy Corp COM 26441c204 537 6,547 SH   SOLE   4,432 0 2,115
Dyadic International COM 26745T101 17 12,000 SH   SOLE   0 0 12,000
Dycom Industries Inc COM 267475101 2,273 24,452 SH   SOLE   16,300 0 8,152
Easterly Government Properties COM 27616P103 1,088 54,973 SH   SOLE   38,868 0 16,105
Entegris Inc COM 29362u104 854 36,484 SH   SOLE   17,274 0 19,210
Facebook Inc Cl A COM 30303M102 3,134 22,060 SH   SOLE   15,967 0 6,093
Faro Technologies Inc COM 311642102 1,646 46,045 SH   SOLE   27,026 0 19,019
General Electric Co COM 369604103 5,553 186,344 SH   SOLE   104,552 0 81,792
IPG Photonics COM 44980X109 1,823 15,104 SH   SOLE   10,757 0 4,347
Incyte Corporation COM 45337c102 1,109 8,296 SH   SOLE   6,163 0 2,133
Infinera Corp COM 45667g103 985 96,318 SH   SOLE   77,225 0 19,093
Intel Corp COM 458140100 4,035 111,875 SH   SOLE   68,606 0 43,269
Iron Mountain COM 46284V101 366 10,247 SH   SOLE   8,517 0 1,730
Martin Marietta Materials Inc COM 573284106 6,354 29,111 SH   SOLE   17,794 0 11,317
Maxwell Tech Inc COM 577767106 291 50,115 SH   SOLE   27,965 0 22,150
Merck & Co Inc COM 58933y105 381 5,993 SH   SOLE   2,784 0 3,209
Mesoblast Ltd Adr COM 590717104 1,398 155,700 SH   SOLE   100,616 0 55,084
Microsoft Corp COM 594918104 5,712 86,722 SH   SOLE   50,710 0 36,012
Microvision Inc COM 594960304 103 41,489 SH   SOLE   20,014 0 21,475
NeoPhotonics Corp COM 64051T100 407 45,155 SH   SOLE   27,175 0 17,980
Novo Nordisk A/S COM 670100205 1,888 55,073 SH   SOLE   29,730 0 25,343
Oclaro Inc COM 67555n206 617 62,795 SH   SOLE   58,318 0 4,477
Pacira Pharmaceuticals COM 695127100 1,138 24,961 SH   SOLE   17,915 0 7,046
Pepsico Inc COM 713448108 202 1,802 SH   SOLE   100 0 1,702
Pfizer Inc COM 717081103 3,629 106,090 SH   SOLE   68,709 0 37,381
Qorvo Inc. COM 74736k101 968 14,119 SH   SOLE   10,834 0 3,285
Qualcomm Inc COM 747525103 3,279 57,183 SH   SOLE   35,663 0 21,520
Qualys, Inc. COM 74758T303 232 6,130 SH   SOLE   1,625 0 4,505
Red Hat, Inc. COM 756577102 1,020 11,790 SH   SOLE   7,197 0 4,593
Regeneron Pharmaceuticals COM 75886f107 967 2,496 SH   SOLE   1,781 0 715
Scana Corp COM 80589M102 363 5,550 SH   SOLE   5,550 0 0
Senomyx Inc. COM 81724Q107 132 133,400 SH   SOLE   36,925 0 96,475
Summit Materials, Inc COM 86614u100 843 34,100 SH   SOLE   29,514 0 4,586
TerraVia Hldgs Inc COM 88105a106 9 12,150 SH   SOLE   2,550 0 9,600
TrovaGene, Inc COM 897238309 41 35,770 SH   SOLE   12,270 0 23,500
Union Pacific Corp COM 907818108 3,006 28,376 SH   SOLE   15,643 0 12,733
Unisys Corp COM 909214306 4,095 293,517 SH   SOLE   165,095 0 128,422
United Continental Hldgs COM 910047109 743 10,514 SH   SOLE   7,772 0 2,742
United Parcel Service Inc COM 911312106 3,840 35,783 SH   SOLE   20,167 0 15,616
Universal Display Corp COM 91347p105 7,763 90,158 SH   SOLE   55,076 0 35,082
Universal Electronics Inc COM 913483103 1,554 22,684 SH   SOLE   14,219 0 8,465
Verizon Communications COM 92343v104 5,751 117,966 SH   SOLE   66,297 0 51,669
Vertex Pharmaceuticals COM 92532F100 2,457 22,472 SH   SOLE   11,250 0 11,222
Visa Inc Cl A COM 92826c839 2,996 33,711 SH   SOLE   22,245 0 11,466
Vulcan Materials Co COM 929160109 1,551 12,873 SH   SOLE   7,133 0 5,740