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
3M Company COM 88579y101 203 977 SH   SOLE   90 0 887
ACI Worldwide Inc COM 004498101 417 18,645 SH   SOLE   5,320 0 13,325
AT&T Inc COM 00206r102 4,742 125,649 SH   SOLE   72,571 0 52,801
AXT Inc COM 00246w103 1,804 284,125 SH   SOLE   148,625 0 135,500
AbbVie Inc COM 00287Y109 1,394 19,246 SH   SOLE   11,551 0 7,616
Acacia Communications, Inc. COM 00401C108 1,203 29,008 SH   SOLE   18,964 0 10,044
Alphabet Inc Cl A COM 02079k305 6,631 7,133 SH   SOLE   4,618 0 2,491
Alphabet Inc Cl C COM 02079k107 2,887 3,177 SH   SOLE   2,039 0 1,138
Amazon.com Inc COM 023135106 5,489 5,670 SH   SOLE   3,359 0 2,311
American Airlines Group COM 02376r102 1,210 24,050 SH   SOLE   14,953 0 8,998
American Tower REIT COM 03027x100 6,797 51,374 SH   SOLE   31,950 0 19,295
Apple Inc. COM 037833100 5,791 40,212 SH   SOLE   26,514 0 13,594
Axovant Sciences Ltd. COM G0750W104 241 10,380 SH   SOLE   2,680 0 7,700
BioLase Technology COM 090911108 117 121,130 SH   SOLE   40,789 0 80,341
Boeing Co COM 097023105 6,932 35,054 SH   SOLE   19,714 0 15,273
Bristol Myers Squibb Co COM 110122108 6,206 111,386 SH   SOLE   70,780 0 40,308
Canadian Pacific Railway Ltd COM 13645T100 2,545 15,821 SH   SOLE   8,722 0 7,061
Caterpillar Inc COM 149123101 1,665 15,493 SH   SOLE   8,868 0 6,625
Cisco Systems Inc COM 17275R102 3,473 110,958 SH   SOLE   65,650 0 45,107
Comcast Corp-CL A COM 20030n101 432 11,093 SH   SOLE   4,537 0 6,556
Comcast Corp-Cl A COM 20030n101 1,219 31,306 SH   SOLE   23,159 0 8,008
Corning Inc COM 219350105 5,360 178,385 SH   SOLE   97,972 0 80,078
Crown Castle Intl Co COM 22822V101 5,882 58,707 SH   SOLE   36,672 0 21,884
Deere & Co COM 244199105 1,022 8,271 SH   SOLE   4,811 0 3,460
Dominion Resources COM 25746U109 243 3,175 SH   SOLE   2,345 0 830
Duke Energy Corp COM 26441c204 471 5,637 SH   SOLE   4,432 0 1,205
Dyadic International COM 26745T101 16 12,000 SH   SOLE   0 0 12,000
Dycom Industries Inc COM 267475101 1,960 21,905 SH   SOLE   15,142 0 6,763
Easterly Government Properties COM 27616P103 1,365 65,173 SH   SOLE   48,143 0 17,030
Entegris Inc COM 29362u104 765 34,860 SH   SOLE   15,650 0 19,210
Facebook Inc Cl A COM 30303M102 3,253 21,545 SH   SOLE   15,381 0 6,097
Faro Technologies Inc COM 311642102 1,645 43,520 SH   SOLE   26,896 0 16,624
General Electric Co COM 369604103 3,612 133,729 SH   SOLE   74,301 0 59,232
IPG Photonics COM 44980X109 2,193 15,115 SH   SOLE   10,993 0 4,122
Incyte Corporation COM 45337c102 1,043 8,283 SH   SOLE   6,150 0 2,133
Infinera Corp COM 45667g103 1,155 108,231 SH   SOLE   88,106 0 20,125
Inphi corp COM 45772f107 498 14,518 SH   SOLE   12,687 0 1,831
Intel Corp COM 458140100 3,119 92,428 SH   SOLE   55,227 0 36,978
Iron Mountain COM 46284V101 352 10,247 SH   SOLE   8,517 0 1,730
Martin Marietta Materials Inc COM 573284106 5,492 24,674 SH   SOLE   15,487 0 9,140
Maxwell Tech Inc COM 577767106 282 47,065 SH   SOLE   24,915 0 22,150
Merck & Co Inc COM 58933y105 384 5,993 SH   SOLE   2,784 0 3,209
Mesoblast Ltd Adr COM 590717104 1,235 155,552 SH   SOLE   100,468 0 55,084
Microsoft Corp COM 594918104 5,632 81,710 SH   SOLE   49,095 0 32,435
Microvision Inc COM 594960304 87 40,889 SH   SOLE   19,414 0 21,475
NeoPhotonics Corp COM 64051T100 342 44,355 SH   SOLE   26,375 0 17,980
Novo Nordisk A/S COM 670100205 2,162 50,395 SH   SOLE   28,116 0 22,126
Oclaro Inc COM 67555n206 920 98,522 SH   SOLE   70,945 0 27,577
Pacira Pharmaceuticals COM 695127100 1,188 24,909 SH   SOLE   17,863 0 7,046
Pepsico Inc COM 713448108 208 1,802 SH   SOLE   100 0 1,702
Pfizer Inc COM 717081103 3,516 104,643 SH   SOLE   66,804 0 37,451
Qorvo Inc. COM 74736k101 869 13,728 SH   SOLE   10,893 0 2,835
Qualcomm Inc COM 747525103 3,041 55,072 SH   SOLE   35,067 0 19,907
Qualys, Inc. COM 74758T303 250 6,130 SH   SOLE   1,625 0 4,505
Red Hat, Inc. COM 756577102 1,024 10,699 SH   SOLE   7,226 0 3,473
Regeneron Pharmaceuticals COM 75886f107 1,233 2,511 SH   SOLE   1,796 0 715
Senomyx Inc. COM 81724Q107 94 113,050 SH   SOLE   35,025 0 78,025
Sophos Group PLC ORDF COM G8T826102 267 46,890 SH   SOLE   15,160 0 31,730
Summit Materials, Inc COM 86614u100 1,008 34,915 SH   SOLE   30,329 0 4,586
TerraVia Hldgs Inc COM 88105a106 3 11,150 SH   SOLE   1,550 0 9,600
TrovaGene, Inc COM 897238309 44 35,070 SH   SOLE   11,570 0 23,500
Union Pacific Corp COM 907818108 2,985 27,422 SH   SOLE   15,034 0 12,337
Unisys Corp COM 909214306 3,629 284,662 SH   SOLE   161,101 0 123,366
United Continental Hldgs COM 910047109 753 10,008 SH   SOLE   7,841 0 2,167
United Parcel Service Inc COM 911312106 3,851 34,821 SH   SOLE   20,531 0 14,221
Universal Display Corp COM 91347p105 9,058 82,911 SH   SOLE   50,768 0 32,143
Universal Electronics Inc COM 913483103 1,456 21,784 SH   SOLE   13,467 0 8,233
Verizon Communications COM 92343v104 5,013 112,248 SH   SOLE   64,358 0 47,647
Vertex Pharmaceuticals COM 92532F100 2,702 20,970 SH   SOLE   11,278 0 9,692
Visa Inc Cl A COM 92826c839 3,127 33,332 SH   SOLE   21,738 0 11,471
Vulcan Materials Co COM 929160109 1,483 11,703 SH   SOLE   7,133 0 4,570