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 4,582 133,150 SH   SOLE   44,893 0 88,257
AXT Inc COM 00246w103 1,166 470,350 SH   SOLE   0 0 470,350
Alphabet Inc Cl A COM 02079k305 4,803 6,173 SH   SOLE   2,401 0 3,772
Alphabet Inc Cl C COM 02079k107 3,410 4,493 SH   SOLE   1,958 0 2,535
Amazon.com Inc COM 023135106 3,887 5,751 SH   SOLE   659 0 5,092
America Movil, S.A.B. COM 02364W105 2,446 173,968 SH   SOLE   85,839 0 88,129
American Airlines Group COM 02376r102 2,625 61,992 SH   SOLE   24,896 0 37,096
American Tower REIT COM 03027x100 4,999 51,560 SH   SOLE   22,317 0 29,243
Analogic Corporation COM 032657207 1,086 13,147 SH   SOLE   0 0 13,147
Apple Inc. COM 037833100 4,782 45,434 SH   SOLE   20,092 0 25,342
Astro Med Inc COM 04638f108 195 13,500 SH   SOLE   0 0 13,500
BioLase Technology COM 090911108 288 341,958 SH   SOLE   0 0 341,958
Boeing Co COM 097023105 5,968 41,274 SH   SOLE   13,038 0 28,236
Bristol Myers Squibb Co COM 110122108 5,152 74,899 SH   SOLE   36,150 0 38,749
Canadian Pacific Railway COM 13645T100 3,767 29,520 SH   SOLE   12,181 0 17,339
Caterpillar Inc COM 149123101 1,316 19,362 SH   SOLE   125 0 19,237
Cisco Systems Inc COM 17275R102 4,410 162,414 SH   SOLE   68,351 0 94,063
Corning Inc COM 219350105 5,182 283,486 SH   SOLE   102,791 0 180,695
Cree Inc COM 225447101 1,450 54,354 SH   SOLE   4,104 0 50,250
Crown Castle Intl Co COM 22822V101 3,462 40,043 SH   SOLE   20,786 0 19,257
Cytori Therapeutics COM 23283k105 90 484,890 SH   SOLE   0 0 484,890
Deere & Co COM 244199105 2,286 29,967 SH   SOLE   9,701 0 20,266
Dish Network Corp Cl A COM 25470m109 461 8,067 SH   SOLE   3,332 0 4,735
Duke Energy - New COM 26441c204 312 4,375 SH   SOLE   110 0 4,265
Dyadic International COM 26745T101 41 22,700 SH   SOLE   0 0 22,700
Entegris Inc COM 29362u104 740 55,800 SH   SOLE   0 0 55,800
FEI Company COM 30241L109 2,649 33,204 SH   SOLE   260 0 32,944
Faro Technologies Inc COM 311642102 1,343 45,511 SH   SOLE   7,323 0 38,188
General Electric Co COM 369604103 7,181 230,530 SH   SOLE   78,627 0 151,903
Hansen Medical Inc COM 411307200 107 46,135 SH   SOLE   0 0 46,135
Harris & Harris Group COM 413833104 106 48,200 SH   SOLE   0 0 48,200
IPG Photonics COM 44980X109 1,114 12,498 SH   SOLE   2,163 0 10,335
Infinera Corp COM 45667g103 208 11,475 SH   SOLE   0 0 11,475
Intel Corp COM 458140100 3,190 92,593 SH   SOLE   41,137 0 51,456
Martin Marietta Materials Inc COM 573284106 4,024 29,462 SH   SOLE   11,909 0 17,553
Maxwell Tech Inc COM 577767106 701 98,110 SH   SOLE   0 0 98,110
Mckesson HBOC COM 58155Q103 237 1,200 SH   SOLE   0 0 1,200
Mentor Graphics COM 587200106 606 32,925 SH   SOLE   0 0 32,925
Merck & Co Inc COM 58933y105 228 4,324 SH   SOLE   140 0 4,184
Mesoblast Ltd Adr COM 590717104 298 46,829 SH   SOLE   7,859 0 38,970
Microsoft Corp COM 594918104 4,457 80,341 SH   SOLE   29,361 0 50,980
Microvision Inc COM 594960304 168 58,714 SH   SOLE   0 0 58,714
Morphosys AG COM D55040105 2,448 39,440 SH   SOLE   5,320 0 34,120
NeoPhotonics Corp COM 64051T100 756 69,625 SH   SOLE   0 0 69,625
Newport Corporation COM 651824104 904 56,950 SH   SOLE   0 0 56,950
Novo Nordisk A/S COM 670100205 1,371 23,604 SH   SOLE   14,007 0 9,597
Novozymes, ADR COM 670108109 417 8,675 SH   SOLE   0 0 8,675
Ophthotech Corp COM 683745103 750 9,550 SH   SOLE   0 0 9,550
Osiris Therapeutics COM 68827r108 361 34,825 SH   SOLE   0 0 34,825
Otonomy Inc COM 68906l105 289 10,425 SH   SOLE   0 0 10,425
Philips NV, ADR COM 500472303 349 13,697 SH   SOLE   0 0 13,697
Qorvo Inc. COM 74736k101 416 8,172 SH   SOLE   4,363 0 3,809
Qualcomm Inc COM 747525103 2,404 48,095 SH   SOLE   19,709 0 28,386
Sangamo BioSciences Inc COM 800677106 1,163 127,395 SH   SOLE   0 0 127,395
Sanofi-Aventis, ADR COM 80105n105 1,966 46,092 SH   SOLE   24,825 0 21,267
Scana Corp COM 80589M102 604 9,987 SH   SOLE   170 0 9,817
Senomyx Inc. COM 81724Q107 917 243,115 SH   SOLE   0 0 243,115
Solazyme Inc COM 83415T101 64 25,875 SH   SOLE   0 0 25,875
Union Pacific Corp COM 907818108 4,021 51,418 SH   SOLE   21,416 0 30,002
Unisys Corp COM 909214306 2,153 194,873 SH   SOLE   42,824 0 152,049
United Continental Hldgs COM 910047109 4,425 77,227 SH   SOLE   30,414 0 46,813
United Parcel Service Inc COM 911312106 3,974 41,298 SH   SOLE   16,493 0 24,805
Universal Display Corp COM 91347p105 4,775 87,713 SH   SOLE   7,808 0 79,905
Universal Electronics Inc COM 913483103 1,888 36,768 SH   SOLE   18,979 0 17,789
Verizon Communications COM 92343v104 5,703 123,397 SH   SOLE   39,559 0 83,838
Vertex Pharmaceuticals COM 92532F100 3,142 24,968 SH   SOLE   2,607 0 22,361
Vulcan Materials Co COM 929160109 1,216 12,800 SH   SOLE   75 0 12,725
Microvision Warrants - exp 11/ COM 594960171 2 176,650 SH   SOLE   0 0 176,650