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 5,362 136,885 SH   SOLE   50,084 0 86,801
AXT Inc COM 00246w103 1,154 467,250 SH   SOLE   0 0 467,250
Alphabet Inc Cl A COM 02079k305 4,594 6,022 SH   SOLE   2,432 0 3,590
Alphabet Inc Cl C COM 02079k107 3,235 4,342 SH   SOLE   1,846 0 2,496
Amazon.com Inc COM 023135106 3,461 5,830 SH   SOLE   679 0 5,151
America Movil, S.A.B. COM 02364W105 2,299 148,004 SH   SOLE   72,435 0 75,569
American Airlines Group COM 02376r102 2,492 60,774 SH   SOLE   24,751 0 36,023
American Tower REIT COM 03027x100 5,168 50,481 SH   SOLE   21,888 0 28,593
Analogic Corporation COM 032657207 995 12,597 SH   SOLE   0 0 12,597
Apple Inc. COM 037833100 4,886 44,831 SH   SOLE   19,763 0 25,068
Astro Med Inc COM 04638f108 186 13,400 SH   SOLE   0 0 13,400
BioLase Technology COM 090911108 394 300,833 SH   SOLE   0 0 300,833
Boeing Co COM 097023105 5,096 40,147 SH   SOLE   13,424 0 26,723
Bristol Myers Squibb Co COM 110122108 4,894 76,607 SH   SOLE   36,795 0 39,812
Canadian Pacific Railway COM 13645T100 3,825 28,826 SH   SOLE   11,883 0 16,943
Caterpillar Inc COM 149123101 1,501 19,611 SH   SOLE   1,244 0 18,367
Cisco Systems Inc COM 17275R102 4,571 160,553 SH   SOLE   70,676 0 89,877
Corning Inc COM 219350105 5,531 264,753 SH   SOLE   91,650 0 173,103
Cree Inc COM 225447101 1,364 46,885 SH   SOLE   0 0 46,885
Crown Castle Intl Co COM 22822V101 3,534 40,857 SH   SOLE   21,588 0 19,269
Cytori Therapeutics COM 23283k105 103 484,290 SH   SOLE   0 0 484,290
Deere & Co COM 244199105 1,147 14,898 SH   SOLE   1,118 0 13,780
Dish Network Corp Cl A COM 25470m109 295 6,382 SH   SOLE   3,138 0 3,244
Dominion Resources COM 25746U109 247 3,289 SH   SOLE   1,539 0 1,750
Duke Energy - New COM 26441c204 481 5,964 SH   SOLE   1,699 0 4,265
Dyadic International COM 26745T101 37 22,700 SH   SOLE   0 0 22,700
Dycom Industries Inc COM 267475101 448 6,935 SH   SOLE   4,584 0 2,351
Easterly Government Properties COM 27616P103 296 16,001 SH   SOLE   6,116 0 9,885
Entegris Inc COM 29362u104 761 55,874 SH   SOLE   74 0 55,800
FEI Company COM 30241L109 2,963 33,290 SH   SOLE   260 0 33,030
Facebook Inc Cl A COM 30303M102 1,622 14,215 SH   SOLE   8,738 0 5,477
Faro Technologies Inc COM 311642102 1,523 47,278 SH   SOLE   7,312 0 39,966
General Electric Co COM 369604103 7,264 228,499 SH   SOLE   82,710 0 145,789
Hansen Medical Inc COM 411307200 118 45,031 SH   SOLE   0 0 45,031
Harris & Harris Group COM 413833104 80 48,200 SH   SOLE   0 0 48,200
IPG Photonics COM 44980X109 1,231 12,808 SH   SOLE   2,190 0 10,618
Infinera Corp COM 45667g103 456 28,375 SH   SOLE   12,259 0 16,116
Intel Corp COM 458140100 3,011 93,088 SH   SOLE   44,545 0 48,543
Iron Mountain COM 46284V101 213 6,282 SH   SOLE   3,452 0 2,830
Martin Marietta Materials Inc COM 573284106 4,607 28,881 SH   SOLE   11,688 0 17,193
Maxwell Tech Inc COM 577767106 564 94,935 SH   SOLE   0 0 94,935
Mentor Graphics COM 587200106 669 32,925 SH   SOLE   0 0 32,925
Merck & Co Inc COM 58933y105 307 5,808 SH   SOLE   1,624 0 4,184
Mesoblast Ltd Adr COM 590717104 447 46,467 SH   SOLE   7,887 0 38,580
Microsoft Corp COM 594918104 4,739 85,797 SH   SOLE   33,650 0 52,147
Microvision Inc COM 594960304 156 83,577 SH   SOLE   0 0 83,577
Morphosys AG COM D55040105 1,596 33,680 SH   SOLE   5,352 0 28,328
NeoPhotonics Corp COM 64051T100 978 69,625 SH   SOLE   0 0 69,625
Novo Nordisk A/S COM 670100205 2,450 45,211 SH   SOLE   24,740 0 20,471
Novozymes, ADR COM 670108109 364 8,075 SH   SOLE   0 0 8,075
Ophthotech Corp COM 683745103 404 9,562 SH   SOLE   12 0 9,550
Osiris Therapeutics COM 68827r108 199 34,825 SH   SOLE   0 0 34,825
Otonomy Inc COM 68906l105 156 10,425 SH   SOLE   0 0 10,425
Pfizer COM 717081103 2,318 78,219 SH   SOLE   45,323 0 32,896
Philips NV, ADR COM 500472303 287 10,040 SH   SOLE   0 0 10,040
Qorvo Inc. COM 74736k101 418 8,288 SH   SOLE   4,385 0 3,903
Qualcomm Inc COM 747525103 2,401 46,942 SH   SOLE   19,437 0 27,505
Redhat COM 756577102 401 5,380 SH   SOLE   2,768 0 2,612
Regeneron Pharmaceuticals COM 75886f107 292 811 SH   SOLE   479 0 332
Sangamo BioSciences Inc COM 800677106 753 124,395 SH   SOLE   0 0 124,395
Scana Corp COM 80589M102 809 11,531 SH   SOLE   1,714 0 9,817
Senomyx Inc. COM 81724Q107 615 236,515 SH   SOLE   0 0 236,515
Solazyme Inc COM 83415T101 53 25,875 SH   SOLE   0 0 25,875
Summit Materials, Inc COM 86614u100 297 15,292 SH   SOLE   11,349 0 3,943
Union Pacific Corp COM 907818108 4,107 51,633 SH   SOLE   22,033 0 29,600
Unisys Corp COM 909214306 1,706 221,504 SH   SOLE   56,614 0 164,890
United Continental Hldgs COM 910047109 4,526 75,610 SH   SOLE   30,120 0 45,490
United Parcel Service Inc COM 911312106 4,114 39,006 SH   SOLE   15,553 0 23,453
Universal Display Corp COM 91347p105 4,750 87,807 SH   SOLE   7,862 0 79,945
Universal Electronics Inc COM 913483103 1,653 26,664 SH   SOLE   13,338 0 13,326
Verizon Communications COM 92343v104 6,718 124,227 SH   SOLE   43,119 0 81,108
Vertex Pharmaceuticals COM 92532F100 2,009 25,277 SH   SOLE   2,788 0 22,489
Vulcan Materials Co COM 929160109 1,335 12,645 SH   SOLE   150 0 12,495
Microvision Warrants COM 594960171 2 176,650 SH   SOLE   0 0 176,650