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
AT&T Inc COM 00206r102 4,959 152,201 SH   SOLE   64,342 0 87,859
AXT Inc COM 00246w103 914 476,050 SH   SOLE   0 0 476,050
Alphabet Inc Cl A COM 02079k305 5,962 9,339 SH   SOLE   5,111 0 4,228
Alphabet Inc Cl C COM 02079k107 2,838 4,664 SH   SOLE   2,018 0 2,646
Amazon.com Inc COM 023135106 2,998 5,857 SH   SOLE   689 0 5,168
America Movil, S.A.B. COM 02364W105 3,127 188,917 SH   SOLE   101,749 0 87,168
American Airlines Group COM 02376r102 3,151 81,155 SH   SOLE   41,389 0 39,766
American Tower REIT COM 03027x100 5,205 59,166 SH   SOLE   30,310 0 28,856
Analogic Corporation COM 032657207 1,097 13,372 SH   SOLE   0 0 13,372
Apple Inc. COM 037833100 5,873 53,250 SH   SOLE   28,100 0 25,150
Astro-Med COM 04638f108 261 18,850 SH   SOLE   0 0 18,850
Bayer, ADR COM 072730302 3,849 30,130 SH   SOLE   19,714 0 10,416
BioLase Technology COM 090911108 399 443,701 SH   SOLE   66,580 0 377,121
Boeing Co COM 097023105 6,846 52,278 SH   SOLE   21,776 0 30,502
Bristol Myers Squibb Co COM 110122108 6,263 105,792 SH   SOLE   61,585 0 44,207
Canadian Pacific Railway COM 13645T100 5,934 41,331 SH   SOLE   21,890 0 19,441
Caterpillar Inc COM 149123101 2,374 36,317 SH   SOLE   10,999 0 25,318
Cisco Systems Inc COM 17275R102 5,674 216,153 SH   SOLE   113,793 0 102,360
Corning Inc COM 219350105 6,314 368,811 SH   SOLE   171,351 0 197,460
Cree Inc COM 225447101 2,705 111,623 SH   SOLE   43,112 0 68,511
Crown Castle Intl Co COM 22822V101 4,024 51,024 SH   SOLE   31,484 0 19,540
Cytori Therapeutics COM 23283k105 173 509,490 SH   SOLE   0 0 509,490
Deere & Co COM 244199105 2,901 39,199 SH   SOLE   17,383 0 21,816
Dish Network Corp Cl A COM 25470m109 466 7,992 SH   SOLE   3,497 0 4,495
Duke Energy - New COM 26441c204 296 4,115 SH   SOLE   0 0 4,115
Dyadic International COM 26745T101 23 27,700 SH   SOLE   0 0 27,700
Entegris Inc COM 29362u104 736 55,800 SH   SOLE   0 0 55,800
FEI Company COM 30241L109 2,435 33,339 SH   SOLE   210 0 33,129
Faro Technologies Inc COM 311642102 1,743 49,809 SH   SOLE   7,601 0 42,208
General Electric Co COM 369604103 7,817 309,961 SH   SOLE   143,644 0 166,317
Hansen Medical Inc COM 411307200 236 62,851 SH   SOLE   5,801 0 57,050
Harris & Harris Group COM 413833104 103 48,200 SH   SOLE   0 0 48,200
IPG Photonics COM 44980X109 958 12,610 SH   SOLE   2,270 0 10,340
Intel Corp COM 458140100 3,739 124,045 SH   SOLE   68,344 0 55,701
Martin Marietta Materials Inc COM 573284106 4,376 28,799 SH   SOLE   12,930 0 15,869
Maxwell Tech Inc COM 577767106 532 98,110 SH   SOLE   0 0 98,110
Mckesson HBOC COM 58155Q103 243 1,315 SH   SOLE   0 0 1,315
Mentor Graphics COM 587200106 842 34,200 SH   SOLE   0 0 34,200
Mesoblast Ltd Adr COM 590717104 521 46,939 SH   SOLE   8,259 0 38,680
Microsoft Corp COM 594918104 4,883 110,331 SH   SOLE   52,520 0 57,811
Microvision Inc COM 594960304 187 58,714 SH   SOLE   0 0 58,714
Morphosys AG COM D55040105 2,611 40,238 SH   SOLE   5,588 0 34,650
NeoPhotonics Corp COM 64051T100 474 69,625 SH   SOLE   0 0 69,625
Newport Corporation COM 651824104 791 57,550 SH   SOLE   0 0 57,550
Novozymes, ADR COM 670108109 464 10,650 SH   SOLE   0 0 10,650
Numerex Corp COM 67053a102 356 40,820 SH   SOLE   0 0 40,820
Ophthotech Corp COM 683745103 394 9,725 SH   SOLE   0 0 9,725
Osiris Therapeutics COM 68827r108 643 34,825 SH   SOLE   0 0 34,825
Otonomy Inc COM 68906l105 186 10,425 SH   SOLE   0 0 10,425
Philips NV, ADR COM 500472303 331 14,106 SH   SOLE   0 0 14,106
Qorvo Inc. COM 74736k101 379 8,419 SH   SOLE   4,567 0 3,852
Qualcomm Inc COM 747525103 3,434 63,907 SH   SOLE   32,732 0 31,175
Sangamo BioSciences Inc COM 800677106 685 121,445 SH   SOLE   0 0 121,445
Sanofi-Aventis, ADR COM 80105n105 2,319 48,845 SH   SOLE   30,694 0 18,151
Scana Corp COM 80589M102 552 9,817 SH   SOLE   0 0 9,817
Senomyx Inc. COM 81724Q107 1,090 244,415 SH   SOLE   0 0 244,415
Solazyme Inc COM 83415T101 89 34,200 SH   SOLE   0 0 34,200
Union Pacific Corp COM 907818108 6,020 68,093 SH   SOLE   35,061 0 33,032
Unisys Corp COM 909214306 2,875 241,617 SH   SOLE   68,360 0 173,257
United Continental Hldgs COM 910047109 5,421 102,189 SH   SOLE   50,107 0 52,082
United Parcel Service Inc COM 911312106 5,331 54,021 SH   SOLE   27,408 0 26,613
Universal Display Corp COM 91347p105 3,254 95,975 SH   SOLE   8,219 0 87,756
Universal Electronics Inc COM 913483103 2,333 55,503 SH   SOLE   34,434 0 21,069
Verizon Communications COM 92343v104 7,387 169,778 SH   SOLE   78,611 0 91,167
Vertex Pharmaceuticals COM 92532F100 2,721 26,125 SH   SOLE   2,824 0 23,301
Vulcan Materials Co. COM 929160109 1,059 11,875 SH   SOLE   0 0 11,875
Microvision Warrants exp COM 594960171 2 176,650 SH   SOLE   0 0 176,650