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
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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 4,887 138,687 SH   SOLE   47,794 0 90,893
AXT Inc COM 00246w103 1,198 491,050 SH   SOLE   3,100 0 487,950
Amazon Com Inc COM 023135106 1,593 4,939 SH   SOLE   0 0 4,939
American Movil, S.A.B. COM 02364W105 3,255 129,185 SH   SOLE   57,420 0 71,765
American Tower REIT COM 03027x100 4,379 46,766 SH   SOLE   20,901 0 25,865
Apple Inc. COM 037833100 4,338 43,060 SH   SOLE   19,728 0 23,332
Astro-Med COM 04638f108 281 21,300 SH   SOLE   400 0 20,900
Bayer, ADR COM 072730302 4,503 32,144 SH   SOLE   16,269 0 15,875
BioLase Technology COM 090911108 1,123 450,832 SH   SOLE   68,357 0 382,475
Boeing Co COM 097023105 6,377 50,065 SH   SOLE   18,675 0 31,390
Bristol Myers Squibb Co COM 110122108 3,930 76,797 SH   SOLE   41,177 0 35,620
CACI International, Inc. COM 127190304 1,523 21,370 SH   SOLE   3,925 0 17,445
Canadian Pacific Railway COM 13645T100 6,768 32,620 SH   SOLE   14,225 0 18,395
Caterpillar Inc COM 149123101 2,335 23,579 SH   SOLE   9,039 0 14,540
Cisco Systems COM 17275R102 3,508 139,361 SH   SOLE   61,694 0 77,667
Computer Sciences COM 205363104 901 14,730 SH   SOLE   0 0 14,730
Corning Inc COM 219350105 5,675 293,438 SH   SOLE   116,228 0 177,210
Cree Inc COM 225447101 3,184 77,753 SH   SOLE   29,148 0 48,605
Crown Castle Intl COM 228227104 2,973 36,913 SH   SOLE   20,538 0 16,375
Cytori Therapeutics COM 23283k105 280 413,490 SH   SOLE   600 0 412,890
Deere & Co COM 244199105 2,493 30,405 SH   SOLE   11,240 0 19,165
DuPont De Nemours & Co COM 263534109 3,089 43,046 SH   SOLE   19,949 0 23,097
Duke Energy - New COM 26441c204 285 3,815 SH   SOLE   0 0 3,815
Dyadic International COM 26745T101 47 29,700 SH   SOLE   0 0 29,700
Entegris Inc COM 29362u104 563 48,950 SH   SOLE   0 0 48,950
Exxon Mobil COM 30231G102 218 2,316 SH   SOLE   0 0 2,316
FEI Company COM 30241L109 2,112 28,005 SH   SOLE   0 0 28,005
FMC Corp COM 302491303 2,743 47,958 SH   SOLE   20,325 0 27,633
Faro Technologies Inc COM 311642102 1,435 28,275 SH   SOLE   5,910 0 22,365
General Electric Co COM 369604103 6,457 252,011 SH   SOLE   98,771 0 153,240
Google Inc Cl A COM 38259p508 3,679 6,253 SH   SOLE   2,907 0 3,346
Google Inc Cl C COM 38259p706 2,745 4,754 SH   SOLE   2,080 0 2,674
Hansen Medical Inc COM 411307101 784 664,695 SH   SOLE   59,260 0 605,435
Harris & Harris Group COM 413833104 149 50,000 SH   SOLE   0 0 50,000
IBM Corp COM 459200101 397 2,090 SH   SOLE   0 0 2,090
IPG Photonics COM 44980X109 858 12,470 SH   SOLE   2,140 0 10,330
Intel Corp COM 458140100 3,269 93,873 SH   SOLE   46,993 0 46,880
JDS Uniphase COM 46612J507 1,179 92,090 SH   SOLE   17,365 0 74,725
Maxwell Tech Inc COM 577767106 595 68,225 SH   SOLE   0 0 68,225
Mckesson HBOC COM 58155Q103 256 1,315 SH   SOLE   0 0 1,315
Mentor Graphics COM 587200106 735 35,875 SH   SOLE   0 0 35,875
Merck & Co Inc COM 58933y105 2,638 44,498 SH   SOLE   22,405 0 22,093
Mesoblast Limited COM 590717104 380 20,087 SH   SOLE   8,307 0 11,780
Microsoft Corp COM 594918104 4,367 94,205 SH   SOLE   35,704 0 58,501
Microvision Inc COM 594960304 115 59,252 SH   SOLE   138 0 59,115
Morphosys AG COM D55040105 4,001 41,225 SH   SOLE   5,635 0 35,590
NeoPhotonics Corporation COM 64051T100 214 63,850 SH   SOLE   0 0 63,850
Newport Corporation COM 651824104 533 30,100 SH   SOLE   0 0 30,100
Novozymes, ADR COM 670108109 515 11,860 SH   SOLE   0 0 11,860
Numerex Corp COM 67053a102 144 13,750 SH   SOLE   0 0 13,750
Osiris Therapeutics COM 68827r108 451 35,825 SH   SOLE   0 0 35,825
Philips NV, ADR COM 500472303 809 25,511 SH   SOLE   0 0 25,511
Polypore Intl, Inc COM 73179V103 949 24,390 SH   SOLE   0 0 24,390
Qualcomm Inc COM 747525103 3,613 48,318 SH   SOLE   22,822 0 25,496
Rockwood Holdings COM 774415103 454 5,938 SH   SOLE   2,778 0 3,160
Sangamo BioSciences Inc COM 800677106 1,108 102,765 SH   SOLE   0 0 102,765
Sanofi-Aventis, ADR COM 80105n105 1,870 33,130 SH   SOLE   19,930 0 13,200
Scana Corp COM 80589M102 490 9,870 SH   SOLE   0 0 9,870
Senomyx Inc. COM 81724Q107 1,933 235,700 SH   SOLE   0 0 235,700
Solazyme Inc COM 83415T101 399 53,425 SH   SOLE   0 0 53,425
TriQuint Semiconductor Inc COM 89674k103 1,614 84,650 SH   SOLE   0 0 84,650
Union Pacific Corp COM 907818108 6,004 55,381 SH   SOLE   23,655 0 31,726
Unisys Corp COM 909214306 4,143 176,972 SH   SOLE   48,137 0 128,835
United Continental Hldgs Inc COM 910047109 3,476 74,285 SH   SOLE   32,435 0 41,850
United Parcel Service Inc COM 911312106 3,639 37,020 SH   SOLE   15,270 0 21,750
Universal Display Corp COM 91347p105 3,171 97,151 SH   SOLE   8,505 0 88,646
Universal Electronics Inc COM 913483103 1,995 40,401 SH   SOLE   21,903 0 18,498
Verizon Communications COM 92343v104 7,297 145,969 SH   SOLE   53,742 0 92,227
Vertex Pharmaceuticals Inc COM 92532F100 3,378 30,076 SH   SOLE   2,700 0 27,376
Microvision Warrants - exp 11/ COM 594960171 2 181,200 SH   SOLE   0 0 181,200