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
ISHARES TR CORE S&P500 ETF 464287200 499 1,750 SH   SOLE 0 1,750 0 0
AMAZON COM INC COM 023135106 12,958 5,511 SH   SOLE 0 3,970 0 1,541
BRISTOL-MYERS SQUIBB CO COM 110122108 3,636 59,474 SH   SOLE 0 53,644 0 5,830
BOEING CO COM 097023105 3,109 25,511 SH   SOLE 0 20,752 0 4,759
IRON MTN INC NEW COM 46284V101 300 13,673 SH   SOLE 0 10,678 0 2,995
AMGEN INC COM 031162100 1,217 5,146 SH   SOLE 0 4,731 0 415
ABBOTT LABS COM 002824100 354 3,883 SH   SOLE 0 3,749 0 134
INTEL CORP COM 458140100 5,477 92,552 SH   SOLE 0 76,276 0 16,276
QUALCOMM INC COM 747525103 3,534 44,809 SH   SOLE 0 37,328 0 7,481
DISNEY WALT CO COM DISNEY 254687106 4,494 44,548 SH   SOLE 0 38,203 0 6,345
JOHNSON & JOHNSON COM 478160104 369 2,495 SH   SOLE 0 2,210 0 285
PFIZER INC COM 717081103 2,708 70,311 SH   SOLE 0 63,949 0 6,362
CHEVRON CORP NEW COM 166764100 382 4,245 SH   SOLE 0 3,978 0 267
MICROSOFT CORP COM 594918104 13,168 72,135 SH   SOLE 0 59,574 0 12,561
UNITED PARCEL SERVICE INC CL B 911312106 3,930 42,288 SH   SOLE 0 33,689 0 8,599
AT&T INC COM 00206R102 3,304 114,771 SH   SOLE 0 102,929 0 11,842
CISCO SYS INC COM 17275R102 4,356 105,861 SH   SOLE 0 85,755 0 20,106
VERIZON COMMUNICATIONS INC COM 92343V104 6,053 108,797 SH   SOLE 0 93,718 0 15,079
DEERE & CO COM 244199105 1,012 7,658 SH   SOLE 0 5,973 0 1,685
BK OF AMERICA CORP COM 060505104 744 33,274 SH   SOLE 0 32,674 0 600
UNION PAC CORP COM 907818108 4,405 28,546 SH   SOLE 0 26,652 0 1,894
COSTCO WHSL CORP NEW COM 22160K105 1,017 3,291 SH   SOLE 0 3,291 0 0
LILLY ELI & CO COM 532457108 261 1,665 SH   SOLE 0 1,665 0 0
DOMINION ENERGY INC COM 25746U109 755 9,707 SH   SOLE 0 8,207 0 1,500
MERCK & CO. INC COM 58933Y105 621 8,046 SH   SOLE 0 7,496 0 550
PROCTER & GAMBLE CO COM 742718109 310 2,738 SH   SOLE 0 2,738 0 0
GILEAD SCIENCES INC COM 375558103 218 2,820 SH   SOLE 0 2,820 0 0
HOME DEPOT INC COM 437076102 209 934 SH   SOLE 0 934 0 0
MCDONALDS CORP COM 580135101 246 1,389 SH   SOLE 0 1,389 0 0
JPMORGAN CHASE & CO COM 46625H100 457 5,058 SH   SOLE 0 5,058 0 0
CORNING INC COM 219350105 2,560 123,618 SH   SOLE 0 90,508 0 33,110
AMERICAN TOWER CORP NEW COM 03027X100 9,710 40,924 SH   SOLE 0 33,949 0 6,975
CROWN CASTLE INTL CORP NEW COM 22822V101 7,534 48,607 SH   SOLE 0 41,532 0 7,075
UNITED TECHNOLOGIES CORP COM 913017109 281 4,854 SH   SOLE 0 4,854 0 0
COMCAST CORP NEW CL A 20030N101 2,536 72,165 SH   SOLE 0 65,314 0 6,851
DUKE ENERGY CORP NEW COM NEW 26441C204 572 7,145 SH   SOLE 0 5,645 0 1,500
APPLE INC COM 037833100 13,663 45,448 SH   SOLE 0 41,308 0 4,140
CATERPILLAR INC DEL COM 149123101 1,184 10,996 SH   SOLE 0 9,369 0 1,627
UNIVERSAL DISPLAY CORP COM 91347P105 8,592 58,618 SH   SOLE 0 36,616 0 22,002
ISHARES TR EXPANDED TECH 464287515 232 942 SH   SOLE 0 942 0 0
CANADIAN PAC RY LTD COM 13645T100 2,493 11,276 SH   SOLE 0 9,482 0 1,794
UNISYS CORP COM NEW 909214306 151 13,450 SH   SOLE 0 6,850 0 6,600
VALERO ENERGY CORP COM 91913Y100 427 7,011 SH   SOLE 0 6,821 0 190
MICROVISION INC DEL COM NEW 594960304 43 38,467 SH   SOLE 0 28,367 0 10,100
FARO TECHNOLOGIES INC COM 311642102 1,433 27,194 SH   SOLE 0 18,748 0 8,446
ILLUMINA INC COM 452327109 1,963 6,230 SH   SOLE 0 5,041 0 1,189
NVIDIA CORP COM 67066G104 2,033 6,827 SH   SOLE 0 5,212 0 1,615
VERTEX PHARMACEUTICALS INC COM 92532F100 4,201 15,555 SH   SOLE 0 11,820 0 3,735
FREEPORT-MCMORAN INC CL B 35671D857 134 15,580 SH   SOLE 0 15,580 0 0
NOVO-NORDISK A S ADR 670100205 1,944 31,357 SH   SOLE 0 28,183 0 3,174
MICROCHIP TECHNOLOGY INC COM 595017104 477 5,700 SH   SOLE 0 5,700 0 0
ALPHABET INC CAP STK CL A 02079K305 9,074 6,744 SH   SOLE 0 5,850 0 894
RIO TINTO PLC SPONSORED ADR 767204100 500 11,231 SH   SOLE 0 11,031 0 200
ACI WORLDWIDE INC COM 004498101 473 17,970 SH   SOLE 0 7,995 0 9,975
VULCAN MATLS CO COM 929160109 1,071 10,677 SH   SOLE 0 7,458 0 3,219
INCYTE CORP COM 45337C102 1,135 11,817 SH   SOLE 0 10,997 0 820
AXT INC COM 00246W103 963 178,642 SH   SOLE 0 73,467 0 105,175
SALESFORCE COM INC COM 79466L302 269 1,641 SH   SOLE 0 1,641 0 0
ENTEGRIS INC COM 29362U104 755 14,466 SH   SOLE 0 13,066 0 1,400
MASTERCARD INC CL A 57636Q104 1,447 5,313 SH   SOLE 0 5,313 0 0
PEGASYSTEMS INC COM 705573103 346 4,000 SH   SOLE 0 4,000 0 0
ISHARES TR U.S. MED DVC ETF 464288810 211 820 SH   SOLE 0 820 0 0
MARTIN MARIETTA MATLS INC COM 573284106 1,987 11,389 SH   SOLE 0 7,922 0 3,467
ISHARES TR PFD AND INCM SEC 464288687 288 8,514 SH   SOLE 0 8,514 0 0
AECOM COM 00766T100 437 12,340 SH   SOLE 0 12,340 0 0
IPG PHOTONICS CORP COM 44980X109 2,205 15,291 SH   SOLE 0 11,332 0 3,959
INFINERA CORP COM 45667G103 168 31,090 SH   SOLE 0 29,290 0 1,800
VISA INC COM CL A 92826C839 5,505 30,793 SH   SOLE 0 28,047 0 2,746
MESOBLAST LTD SPONS ADR 590717104 1,410 119,799 SH   SOLE 0 106,575 0 13,224
NXP SEMICONDUCTORS N V COM N6596X109 2,223 22,145 SH   SOLE 0 20,066 0 2,079
INPHI CORP COM 45772F107 844 8,766 SH   SOLE 0 8,256 0 510
NEOPHOTONICS CORP COM 64051T100 184 22,490 SH   SOLE 0 18,590 0 3,900
PACIRA BIOSCIENCES COM 695127100 663 15,886 SH   SOLE 0 12,385 0 3,501
FACEBOOK INC CL A 30303M102 4,334 20,790 SH   SOLE 0 19,005 0 1,785
QUALYS INC COM 74758T303 334 3,168 SH   SOLE 0 1,823 0 1,345
ABBVIE INC COM 00287Y109 3,785 44,306 SH   SOLE 0 39,326 0 4,980
ZOETIS INC CL A 98978V103 388 3,088 SH   SOLE 0 3,088 0 0
ALPHABET INC CAP STK CL C 02079K107 2,102 1,560 SH   SOLE 0 1,028 0 532
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 381 1,950 SH   SOLE 0 1,890 0 60
QORVO INC COM 74736K101 1,029 10,466 SH   SOLE 0 8,315 0 2,151
EASTERLY GOVT PPTYS INC COM 27616P103 236 9,200 SH   SOLE 0 8,850 0 350
SUMMIT MATLS INC CL A 86614U100 419 32,157 SH   SOLE 0 26,422 0 5,735
PAYPAL HLDGS INC COM 70450Y103 2,922 22,775 SH   SOLE 0 17,596 0 5,179
LUMENTUM HLDGS INC COM 55024U109 886 11,015 SH   SOLE 0 9,899 0 1,116
BLACKLINE INC COM 09239B109 233 3,789 SH   SOLE 0 2,139 0 1,650
ZSCALER INC COM 98980G102 900 12,410 SH   SOLE 0 9,205 0 3,205