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
ISHARES TR CORE S&P MCP ETF 464287507 261 1,135 SH   SOLE 0 1,135 0 0
ISHARES TR CORE S&P500 ETF 464287200 657 1,750 SH   SOLE 0 1,750 0 0
AMAZON COM INC COM 023135106 18,304 5,620 SH   SOLE 0 4,076 0 1,544
BRISTOL-MYERS SQUIBB CO COM 110122108 4,127 66,525 SH   SOLE 0 60,766 0 5,759
BOEING CO COM 097023105 5,598 26,150 SH   SOLE 0 21,407 0 4,743
IRON MTN INC NEW COM 46284V101 466 15,803 SH   SOLE 0 12,663 0 3,140
AMGEN INC COM 031162100 1,400 6,087 SH   SOLE 0 5,572 0 515
ABBOTT LABS COM 002824100 1,702 15,543 SH   SOLE 0 14,357 0 1,186
INTEL CORP COM 458140100 3,008 60,377 SH   SOLE 0 46,672 0 13,705
QUALCOMM INC COM 747525103 7,542 49,510 SH   SOLE 0 41,459 0 8,051
DISNEY WALT CO COM 254687106 8,330 45,979 SH   SOLE 0 39,552 0 6,427
JOHNSON & JOHNSON COM 478160104 427 2,711 SH   SOLE 0 2,426 0 285
PFIZER INC COM 717081103 2,723 73,961 SH   SOLE 0 67,944 0 6,017
CHEVRON CORP NEW COM 166764100 248 2,940 SH   SOLE 0 2,673 0 267
MICROSOFT CORP COM 594918104 17,261 77,605 SH   SOLE 0 65,019 0 12,586
UNITED PARCEL SERVICE INC CL B 911312106 7,422 44,071 SH   SOLE 0 36,813 0 7,258
AT&T INC COM 00206R102 3,371 117,221 SH   SOLE 0 105,369 0 11,852
CISCO SYS INC COM 17275R102 5,470 122,238 SH   SOLE 0 100,385 0 21,853
VERIZON COMMUNICATIONS INC COM 92343V104 6,614 112,582 SH   SOLE 0 98,764 0 13,818
ISHARES TR US INDUSTRIALS 464287754 260 2,680 SH   SOLE 0 2,680 0 0
ISHARES TR U.S. TECH ETF 464287721 282 3,316 SH   SOLE 0 3,316 0 0
DEERE & CO COM 244199105 1,774 6,593 SH   SOLE 0 5,408 0 1,185
BK OF AMERICA CORP COM 060505104 1,010 33,332 SH   SOLE 0 32,732 0 600
UNION PAC CORP COM 907818108 5,993 28,782 SH   SOLE 0 26,465 0 2,317
COSTCO WHSL CORP NEW COM 22160K105 1,227 3,257 SH   SOLE 0 3,257 0 0
LILLY ELI & CO COM 532457108 357 2,115 SH   SOLE 0 2,115 0 0
DOMINION ENERGY INC COM 25746U109 493 6,562 SH   SOLE 0 5,062 0 1,500
MERCK & CO. INC COM 58933Y105 525 6,422 SH   SOLE 0 5,439 0 983
PROCTER AND GAMBLE CO COM 742718109 465 3,339 SH   SOLE 0 3,339 0 0
HOME DEPOT INC COM 437076102 248 935 SH   SOLE 0 935 0 0
MCDONALDS CORP COM 580135101 349 1,626 SH   SOLE 0 1,626 0 0
NIKE INC CL B 654106103 277 1,960 SH   SOLE 0 1,960 0 0
JPMORGAN CHASE & CO COM 46625H100 657 5,168 SH   SOLE 0 5,168 0 0
CORNING INC COM 219350105 2,713 75,356 SH   SOLE 0 46,320 0 29,036
AMERICAN TOWER CORP NEW COM 03027X100 9,989 44,504 SH   SOLE 0 37,582 0 6,922
CROWN CASTLE INTL CORP NEW COM 22822V101 8,220 51,637 SH   SOLE 0 44,982 0 6,655
COMCAST CORP NEW CL A 20030N101 3,790 72,320 SH   SOLE 0 65,664 0 6,656
DUKE ENERGY CORP NEW COM NEW 26441C204 552 6,027 SH   SOLE 0 5,357 0 670
APPLE INC COM 037833100 24,005 180,912 SH   SOLE 0 163,203 0 17,709
CATERPILLAR INC COM 149123101 1,818 9,986 SH   SOLE 0 8,689 0 1,297
UNIVERSAL DISPLAY CORP COM 91347P105 13,529 58,873 SH   SOLE 0 37,458 0 21,415
ISHARES TR PHLX SEMICND ETF 464287523 309 814 SH   SOLE 0 814 0 0
ISHARES TR EXPANDED TECH 464287515 284 802 SH   SOLE 0 802 0 0
CANADIAN PAC RY LTD COM 13645T100 3,946 11,382 SH   SOLE 0 9,922 0 1,460
VALERO ENERGY CORP COM 91913Y100 369 6,521 SH   SOLE 0 6,331 0 190
MICROVISION INC DEL COM NEW 594960304 254 47,186 SH   SOLE 0 37,086 0 10,100
FARO TECHNOLOGIES INC COM 311642102 1,740 24,631 SH   SOLE 0 16,993 0 7,638
ILLUMINA INC COM 452327109 2,559 6,915 SH   SOLE 0 5,682 0 1,233
NVIDIA CORPORATION COM 67066G104 4,862 9,310 SH   SOLE 0 7,462 0 1,848
VERTEX PHARMACEUTICALS INC COM 92532F100 3,874 16,390 SH   SOLE 0 12,596 0 3,794
FREEPORT-MCMORAN INC CL B 35671D857 465 17,874 SH   SOLE 0 17,874 0 0
NOVO-NORDISK A S ADR 670100205 2,411 34,513 SH   SOLE 0 31,619 0 2,894
MICROCHIP TECHNOLOGY INC. COM 595017104 2,184 15,810 SH   SOLE 0 14,179 0 1,631
MGM RESORTS INTERNATIONAL COM 552953101 236 7,500 SH   SOLE 0 7,500 0 0
ALPHABET INC CAP STK CL A 02079K305 12,768 7,285 SH   SOLE 0 6,366 0 919
RIO TINTO PLC SPONSORED ADR 767204100 898 11,944 SH   SOLE 0 11,744 0 200
ACI WORLDWIDE INC COM 004498101 779 20,274 SH   SOLE 0 10,299 0 9,975
VULCAN MATLS CO COM 929160109 896 6,042 SH   SOLE 0 5,323 0 719
DYCOM INDS INC COM 267475101 351 4,648 SH   SOLE 0 4,382 0 266
INCYTE CORP COM 45337C102 1,262 14,512 SH   SOLE 0 13,018 0 1,494
AXT INC COM 00246W103 1,807 188,870 SH   SOLE 0 87,670 0 101,200
SALESFORCE COM INC COM 79466L302 567 2,550 SH   SOLE 0 2,550 0 0
ENTEGRIS INC COM 29362U104 1,493 15,534 SH   SOLE 0 14,134 0 1,400
WYNN RESORTS LTD COM 983134107 257 2,280 SH   SOLE 0 2,280 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 293 3,820 SH   SOLE 0 2,820 0 1,000
MASTERCARD INCORPORATED CL A 57636Q104 1,889 5,293 SH   SOLE 0 5,293 0 0
PEGASYSTEMS INC COM 705573103 533 4,000 SH   SOLE 0 4,000 0 0
ISHARES TR U.S. MED DVC ETF 464288810 270 826 SH   SOLE 0 826 0 0
DIGITAL RLTY TR INC COM 253868103 2,899 20,780 SH   SOLE 0 19,054 0 1,726
MARTIN MARIETTA MATLS INC COM 573284106 1,793 6,314 SH   SOLE 0 5,651 0 663
ISHARES TR PFD AND INCM SEC 464288687 328 8,517 SH   SOLE 0 8,517 0 0
AECOM COM 00766T100 609 12,230 SH   SOLE 0 12,230 0 0
IPG PHOTONICS CORP COM 44980X109 3,563 15,919 SH   SOLE 0 11,984 0 3,935
INFINERA CORP COM 45667G103 326 31,090 SH   SOLE 0 29,290 0 1,800
VISA INC COM CL A 92826C839 7,276 33,264 SH   SOLE 0 30,676 0 2,588
MESOBLAST LTD SPONS ADR 590717104 1,471 173,213 SH   SOLE 0 151,521 0 21,692
NXP SEMICONDUCTORS N V COM N6596X109 3,953 24,857 SH   SOLE 0 22,431 0 2,426
INPHI CORP COM 45772F107 1,935 12,058 SH   SOLE 0 11,489 0 569
GENERAL MTRS CO COM 37045V100 270 6,482 SH   SOLE 0 5,947 0 535
NEOPHOTONICS CORP COM 64051T100 256 28,147 SH   SOLE 0 24,247 0 3,900
PACIRA BIOSCIENCES INC COM 695127100 1,325 22,149 SH   SOLE 0 18,746 0 3,403
FACEBOOK INC CL A 30303M102 6,331 23,176 SH   SOLE 0 21,275 0 1,901
QUALYS INC COM 74758T303 571 4,682 SH   SOLE 0 3,142 0 1,540
ABBVIE INC COM 00287Y109 5,249 48,991 SH   SOLE 0 44,010 0 4,981
ZOETIS INC CL A 98978V103 511 3,088 SH   SOLE 0 3,088 0 0
VEEVA SYS INC CL A COM 922475108 246 902 SH   SOLE 0 837 0 65
ALPHABET INC CAP STK CL C 02079K107 2,630 1,501 SH   SOLE 0 983 0 518
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 463 1,991 SH   SOLE 0 1,931 0 60
ATARA BIOTHERAPEUTICS INC COM 046513107 216 11,024 SH   SOLE 0 7,424 0 3,600
KEYSIGHT TECHNOLOGIES INC COM 49338L103 589 4,458 SH   SOLE 0 4,158 0 300
QORVO INC COM 74736K101 3,843 23,112 SH   SOLE 0 20,384 0 2,728
EASTERLY GOVT PPTYS INC COM 27616P103 231 10,195 SH   SOLE 0 9,495 0 700
SUMMIT MATLS INC CL A 86614U100 381 18,990 SH   SOLE 0 18,685 0 305
CELLECTIS S A SPON ADS 15117K103 272 10,057 SH   SOLE 0 6,957 0 3,100
PAYPAL HLDGS INC COM 70450Y103 5,785 24,699 SH   SOLE 0 19,309 0 5,390
LUMENTUM HLDGS INC COM 55024U109 1,407 14,841 SH   SOLE 0 13,768 0 1,073
BLACKLINE INC COM 09239B109 648 4,860 SH   SOLE 0 3,210 0 1,650
ZSCALER INC COM 98980G102 3,000 15,020 SH   SOLE 0 11,975 0 3,045