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
ACI Worldwide Inc COM 004498101 521 26,720 SH   SOLE   5,320 0 21,400
AT&T Inc COM 00206r102 5,890 136,312 SH   SOLE   71,507 0 64,805
AXT Inc COM 00246w103 1,488 466,550 SH   SOLE   215,200 0 251,350
Alphabet Inc Cl A COM 02079k305 4,253 6,045 SH   SOLE   3,388 0 2,657
Alphabet Inc Cl C COM 02079k107 2,856 4,126 SH   SOLE   2,299 0 1,827
Amazon.com Inc COM 023135106 4,161 5,815 SH   SOLE   2,909 0 2,906
American Airlines Group COM 02376r102 1,676 59,195 SH   SOLE   31,132 0 28,063
American Tower REIT COM 03027x100 5,590 49,206 SH   SOLE   26,489 0 22,717
Analogic Corporation COM 032657207 969 12,197 SH   SOLE   4,797 0 7,400
Apple Inc. COM 037833100 4,177 43,694 SH   SOLE   27,389 0 16,305
Astro Med Inc COM 04638f108 204 13,400 SH   SOLE   12,800 0 600
BioLase Technology COM 090911108 352 300,829 SH   SOLE   93,681 0 207,148
Boeing Co COM 097023105 4,998 38,484 SH   SOLE   19,305 0 19,179
Bristol Myers Squibb Co COM 110122108 5,334 72,516 SH   SOLE   40,220 0 32,296
Canadian Pacific Railway Ltd COM 13645T100 2,422 18,806 SH   SOLE   9,283 0 9,523
Caterpillar Inc COM 149123101 1,589 20,963 SH   SOLE   9,958 0 11,005
Cisco Systems Inc COM 17275R102 4,962 172,938 SH   SOLE   93,518 0 79,420
Corning Inc COM 219350105 4,780 233,417 SH   SOLE   114,044 0 119,373
Cree Inc COM 225447101 1,235 50,520 SH   SOLE   17,360 0 33,160
Crown Castle Intl Co COM 22822V101 4,482 44,184 SH   SOLE   25,170 0 19,014
Cytori Therapeutics COM 23283k204 67 32,296 SH   SOLE   7,329 0 24,967
Deere & Co COM 244199105 1,199 14,800 SH   SOLE   5,605 0 9,195
Dominion Resources COM 25746U109 300 3,845 SH   SOLE   2,345 0 1,500
Duke Energy - New COM 26441c204 564 6,572 SH   SOLE   4,432 0 2,140
Dyadic International COM 26745T101 36 22,700 SH   SOLE   0 0 22,700
Dycom Industries Inc COM 267475101 622 6,931 SH   SOLE   4,940 0 1,991
Easterly Government Properties COM 27616P103 392 19,847 SH   SOLE   12,037 0 7,810
Entegris Inc COM 29362u104 823 56,874 SH   SOLE   17,374 0 39,500
FEI Company COM 30241L109 1,047 9,799 SH   SOLE   4,139 0 5,660
Facebook Inc Cl A COM 30303M102 1,568 13,718 SH   SOLE   9,359 0 4,359
Faro Technologies Inc COM 311642102 1,620 47,872 SH   SOLE   22,714 0 25,158
General Electric Co COM 369604103 7,013 222,787 SH   SOLE   117,042 0 105,745
Harris & Harris Group COM 413833104 78 48,200 SH   SOLE   2,600 0 45,600
IPG Photonics COM 44980X109 1,410 17,625 SH   SOLE   8,621 0 9,004
Incyte Corporation COM 45337c102 825 10,309 SH   SOLE   5,700 0 4,609
Infinera Corp COM 45667g103 937 83,036 SH   SOLE   49,349 0 33,687
Intel Corp COM 458140100 3,863 117,761 SH   SOLE   66,506 0 51,255
Iron Mountain COM 46284V101 358 8,997 SH   SOLE   6,167 0 2,830
Martin Marietta Materials Inc COM 573284106 5,421 28,236 SH   SOLE   15,494 0 12,742
Maxwell Tech Inc COM 577767106 501 94,935 SH   SOLE   33,565 0 61,370
Mckesson Corporation COM 58155Q103 224 1,200 SH   SOLE   0 0 1,200
Mentor Graphics COM 587200106 659 30,975 SH   SOLE   9,975 0 21,000
Merck & Co Inc COM 58933y105 368 6,393 SH   SOLE   2,784 0 3,609
Mesoblast Ltd Adr COM 590717104 433 109,382 SH   SOLE   76,291 0 33,091
Microsoft Corp COM 594918104 4,492 87,777 SH   SOLE   44,636 0 43,141
Microvision Inc COM 594960304 148 88,277 SH   SOLE   23,139 0 65,138
Monolithic Power Systems Inc COM 609839105 1,274 18,644 SH   SOLE   11,073 0 7,571
Morphosys AG COM D55040105 416 10,236 SH   SOLE   3,200 0 7,036
NXP Semiconductors NV COM N6596X109 561 7,165 SH   SOLE   3,835 0 3,330
NeoPhotonics Corp COM 64051T100 678 71,150 SH   SOLE   26,400 0 44,750
Novo Nordisk A/S COM 670100205 3,062 56,944 SH   SOLE   30,789 0 26,155
Novozymes, ADR COM 670108109 348 7,300 SH   SOLE   2,800 0 4,500
Ophthotech Corp COM 683745103 942 18,452 SH   SOLE   10,783 0 7,669
Osiris Therapeutics COM 68827r108 177 34,825 SH   SOLE   9,575 0 25,250
Otonomy Inc COM 68906l105 166 10,425 SH   SOLE   3,975 0 6,450
Pfizer Inc COM 717081103 3,160 89,736 SH   SOLE   54,022 0 35,714
Qorvo Inc. COM 74736k101 457 8,275 SH   SOLE   4,661 0 3,614
Qualcomm Inc COM 747525103 2,472 46,136 SH   SOLE   23,917 0 22,219
Redhat COM 756577102 504 6,945 SH   SOLE   3,968 0 2,977
Regeneron Pharmaceuticals COM 75886f107 681 1,951 SH   SOLE   1,197 0 754
Sangamo BioSciences Inc COM 800677106 720 124,395 SH   SOLE   51,225 0 73,170
Scana Corp COM 80589M102 918 12,128 SH   SOLE   8,258 0 3,870
Senomyx Inc. COM 81724Q107 666 242,315 SH   SOLE   81,075 0 161,240
Summit Materials, Inc COM 86614u100 321 15,666 SH   SOLE   12,463 0 3,203
TerraVia Hldgs Inc COM 88105a106 68 25,875 SH   SOLE   10,750 0 15,125
TrovaGene, Inc COM 897238309 314 69,270 SH   SOLE   33,170 0 36,100
Union Pacific Corp COM 907818108 4,490 51,459 SH   SOLE   28,620 0 22,839
Unisys Corp COM 909214306 2,103 288,934 SH   SOLE   130,506 0 158,428
United Continental Hldgs COM 910047109 1,595 38,859 SH   SOLE   18,170 0 20,689
United Parcel Service Inc COM 911312106 3,804 35,317 SH   SOLE   17,244 0 18,073
Universal Display Corp COM 91347p105 5,712 84,243 SH   SOLE   45,640 0 38,603
Universal Electronics Inc COM 913483103 1,861 25,742 SH   SOLE   13,947 0 11,795
Verizon Communications COM 92343v104 6,884 123,272 SH   SOLE   63,263 0 60,009
Vertex Pharmaceuticals COM 92532F100 2,178 25,322 SH   SOLE   9,687 0 15,635
Vulcan Materials Co COM 929160109 1,521 12,634 SH   SOLE   5,274 0 7,360
Microvision Warrants - exp 11/ COM 594960171 2 176,650 SH   SOLE   59,150 0 117,500