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
AMAZON COM INC COM 023135106 7,524 7,826 SH   SOLE   49 0 7,777
BRISTOL MYERS SQUIBB CO COM 110122108 8,378 131,433 SH   SOLE   436 0 130,997
BOEING CO COM 097023105 10,591 41,664 SH   SOLE   140 0 41,524
IRON MTN INC NEW COM 46284V101 582 14,972 SH   SOLE   0 0 14,972
INTEL CORP COM 458140100 4,475 117,527 SH   SOLE   643 0 116,884
QUALCOMM INC COM 747525103 3,454 66,636 SH   SOLE   453 0 66,183
DISNEY WALT CO COM DISNEY 254687106 3,070 31,144 SH   SOLE   203 0 30,941
PFIZER INC COM 717081103 4,956 138,816 SH   SOLE   163 0 138,653
MICROSOFT CORP COM 594918104 7,425 99,675 SH   SOLE   323 0 99,352
UNITED PARCEL SERVICE INC CL B 911312106 6,165 51,338 SH   SOLE   227 0 51,111
AT&T INC COM 00206R102 5,907 150,807 SH   SOLE   116 0 150,691
CISCO SYS INC COM 17275R102 4,530 134,711 SH   SOLE   678 0 134,033
PEPSICO INC COM 713448108 201 1,802 SH   SOLE   0 0 1,802
VERIZON COMMUNICATIONS INC COM 92343V104 6,878 138,981 SH   SOLE   102 0 138,879
DEERE & CO COM 244199105 1,194 9,511 SH   SOLE   0 0 9,511
UNION PAC CORP COM 907818108 3,531 30,448 SH   SOLE   21 0 30,427
DOMINION ENERGY INC COM 25746U109 317 4,125 SH   SOLE   0 0 4,125
MERCK & CO INC COM 58933Y105 473 7,393 SH   SOLE   0 0 7,393
GENERAL ELECTRIC CO COM 369604103 378 15,620 SH   SOLE   0 0 15,620
RED HAT INC COM 756577102 1,354 12,214 SH   SOLE   195 0 12,019
CORNING INC COM 219350105 6,403 214,019 SH   SOLE   833 0 213,186
AMERICAN TOWER CORP NEW COM 03027X100 8,493 62,140 SH   SOLE   278 0 61,862
CROWN CASTLE INTL CORP NEW COM 22822V101 7,255 72,561 SH   SOLE   301 0 72,260
3M CO COM 88579Y101 204 972 SH   SOLE   0 0 972
COMCAST CORP NEW CL A 20030N101 3,527 91,670 SH   SOLE   188 0 91,482
DUKE ENERGY CORP NEW COM NEW 26441C204 650 7,740 SH   SOLE   0 0 7,740
APPLE INC COM 037833100 7,807 50,654 SH   SOLE   199 0 50,455
CATERPILLAR INC DEL COM 149123101 2,015 16,161 SH   SOLE   0 0 16,161
UNIVERSAL DISPLAY CORP COM 91347P105 10,721 83,205 SH   SOLE   508 0 82,697
CANADIAN PAC RY LTD COM 13645T100 2,997 17,839 SH   SOLE   16 0 17,823
UNISYS CORP COM NEW 909214306 1,905 224,089 SH   SOLE   1,807 0 222,282
BIOLASE INC COM 090911108 18 30,150 SH   SOLE   0 0 30,150
MICROVISION INC DEL COM NEW 594960304 97 34,952 SH   SOLE   0 0 34,952
FARO TECHNOLOGIES INC COM 311642102 1,871 48,909 SH   SOLE   525 0 48,384
VERTEX PHARMACEUTICALS INC COM 92532F100 3,437 22,609 SH   SOLE   201 0 22,408
NOVO-NORDISK A S ADR 670100205 2,643 54,881 SH   SOLE   118 0 54,763
ALPHABET INC CAP STK CL A 02079K305 9,069 9,314 SH   SOLE   60 0 9,254
REGENERON PHARMACEUTICALS COM 75886F107 1,695 3,791 SH   SOLE   40 0 3,751
ACI WORLDWIDE INC COM 004498101 525 23,045 SH   SOLE   0 0 23,045
VULCAN MATLS CO COM 929160109 1,633 13,657 SH   SOLE   0 0 13,657
DYCOM INDS INC COM 267475101 2,428 28,268 SH   SOLE   370 0 27,898
INCYTE CORP COM 45337C102 948 8,119 SH   SOLE   228 0 7,891
AXT INC COM 00246W103 2,433 265,891 SH   SOLE   0 0 265,891
UNITED CONTL HLDGS INC COM 910047109 601 9,865 SH   SOLE   404 0 9,461
SENOMYX INC COM 81724Q107 61 99,698 SH   SOLE   0 0 99,698
ENTEGRIS INC COM 29362U104 1,012 35,095 SH   SOLE   0 0 35,095
USA TECHNOLOGIES INC COM NO PAR 90328S500 63 10,000 SH   SOLE   0 0 10,000
UNIVERSAL ELECTRS INC COM 913483103 1,729 27,279 SH   SOLE   35 0 27,244
MAXWELL TECHNOLOGIES INC COM 577767106 193 37,574 SH   SOLE   0 0 37,574
MARTIN MARIETTA MATLS INC COM 573284106 6,248 30,294 SH   SOLE   202 0 30,092
IPG PHOTONICS CORP COM 44980X109 2,562 13,842 SH   SOLE   175 0 13,667
INFINERA CORPORATION COM 45667G103 912 102,818 SH   SOLE   2,116 0 100,702
VISA INC COM CL A 92826C839 4,693 44,594 SH   SOLE   88 0 44,506
OCLARO INC COM NEW 67555N206 895 103,681 SH   SOLE   1,585 0 102,096
MESOBLAST LTD SPONS ADR 590717104 731 133,418 SH   SOLE   2,126 0 131,292
TROVAGENE INC COM NEW 897238309 12 17,070 SH   SOLE   0 0 17,070
INPHI CORP COM 45772F107 604 15,222 SH   SOLE   398 0 14,824
NEOPHOTONICS CORP COM 64051T100 249 44,856 SH   SOLE   0 0 44,856
PACIRA PHARMACEUTICALS INC COM 695127100 1,245 33,149 SH   SOLE   492 0 32,657
FACEBOOK INC CL A 30303M102 4,617 27,021 SH   SOLE   314 0 26,707
QUALYS INC COM 74758T303 322 6,214 SH   SOLE   0 0 6,214
ABBVIE INC COM 00287Y109 2,247 25,284 SH   SOLE   34 0 25,250
ALPHABET INC CAP STK CL C 02079K107 3,150 3,284 SH   SOLE   25 0 3,259
CONCERT PHARMACEUTICALS INC COM 206022105 215 14,607 SH   SOLE   0 0 14,607
QORVO INC COM 74736K101 1,103 15,611 SH   SOLE   381 0 15,230
EASTERLY GOVT PPTYS INC COM 27616P103 1,433 69,322 SH   SOLE   190 0 69,132
SUMMIT MATLS INC CL A 86614U100 1,185 36,982 SH   SOLE   927 0 36,055
AXOVANT SCIENCES LTD COM G0750W104 86 12,506 SH   SOLE   0 0 12,506
ACACIA COMMUNICATIONS INC COM 00401C108 1,419 30,130 SH   SOLE   409 0 29,721