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 5,319 162,903 SH   SOLE   70,659 0 92,244
AXT Inc COM 00246w103 1,276 474,250 SH   SOLE   3,100 0 471,150
Amazon Com Inc COM 023135106 2,227 5,985 SH   SOLE   700 0 5,285
America Movil, S.A.B. COM 02364W105 3,920 191,605 SH   SOLE   101,415 0 90,190
American Tower REIT COM 03027x100 5,658 60,096 SH   SOLE   30,196 0 29,900
Apple Inc. COM 037833100 6,728 54,073 SH   SOLE   28,048 0 26,025
Astro-Med COM 04638f108 264 18,850 SH   SOLE   100 0 18,750
Bayer, ADR COM 072730302 6,553 43,599 SH   SOLE   24,544 0 19,055
BioLase Technology COM 090911108 904 447,379 SH   SOLE   71,377 0 376,002
Boeing Co COM 097023105 9,213 61,385 SH   SOLE   27,230 0 34,155
Bristol Myers Squibb Co COM 110122108 6,890 106,817 SH   SOLE   60,927 0 45,890
CACI International, Inc. COM 127190304 1,926 21,420 SH   SOLE   4,110 0 17,310
Canadian Pacific Railway COM 13645T100 7,702 42,155 SH   SOLE   21,815 0 20,340
Caterpillar Inc COM 149123101 3,128 39,084 SH   SOLE   12,809 0 26,275
Cisco Systems Inc COM 17275R102 5,006 181,865 SH   SOLE   88,604 0 93,261
Corning Inc COM 219350105 8,379 369,453 SH   SOLE   169,833 0 199,620
Cree Inc COM 225447101 3,728 105,048 SH   SOLE   42,973 0 62,075
Crown Castle Intl Co COM 22822V101 4,277 51,818 SH   SOLE   31,273 0 20,545
Cytori Therapeutics COM 23283k105 483 409,490 SH   SOLE   600 0 408,890
Deere & Co COM 244199105 3,473 39,610 SH   SOLE   17,185 0 22,425
Dish Network Corp Cl A COM 25470m109 532 7,590 SH   SOLE   3,435 0 4,155
DuPont De Nemours & Co COM 263534109 3,973 55,589 SH   SOLE   30,399 0 25,190
Duke Energy - New COM 26441c204 351 4,565 SH   SOLE   0 0 4,565
Dyadic International COM 26745T101 40 29,700 SH   SOLE   0 0 29,700
Entegris Inc COM 29362u104 660 48,225 SH   SOLE   0 0 48,225
Exxon Mobil COM 30231G102 206 2,426 SH   SOLE   0 0 2,426
FEI Company COM 30241L109 2,439 31,946 SH   SOLE   0 0 31,946
Faro Technologies Inc COM 311642102 2,039 32,815 SH   SOLE   6,170 0 26,645
General Electric Co COM 369604103 7,827 315,476 SH   SOLE   143,351 0 172,125
Google Inc Cl A COM 38259p508 5,232 9,433 SH   SOLE   5,056 0 4,377
Google Inc Cl C COM 38259p706 2,623 4,786 SH   SOLE   2,062 0 2,724
Hansen Medical Inc COM 411307101 554 636,840 SH   SOLE   61,960 0 574,880
Harris & Harris Group COM 413833104 148 48,200 SH   SOLE   0 0 48,200
IPG Photonics COM 44980X109 1,139 12,285 SH   SOLE   2,240 0 10,045
Intel Corp COM 458140100 3,947 126,235 SH   SOLE   68,355 0 57,880
Martin Marietta Materials Inc COM 573284106 3,991 28,545 SH   SOLE   12,645 0 15,900
Maxwell Tech Inc COM 577767106 580 71,970 SH   SOLE   0 0 71,970
Mckesson HBOC COM 58155Q103 297 1,315 SH   SOLE   0 0 1,315
Mentor Graphics COM 587200106 812 33,800 SH   SOLE   0 0 33,800
Merck & Co Inc COM 58933y105 3,409 59,308 SH   SOLE   32,340 0 26,968
Mesoblast Ltd Adr COM 590717104 593 42,797 SH   SOLE   8,692 0 34,105
Microsoft Corp COM 594918104 4,619 113,609 SH   SOLE   52,918 0 60,691
Microvision Inc COM 594960304 200 58,414 SH   SOLE   138 0 58,277
Morphosys AG COM D55040105 2,688 42,060 SH   SOLE   5,905 0 36,155
NeoPhotonics Corp COM 64051T100 412 61,025 SH   SOLE   0 0 61,025
Newport Corporation COM 651824104 614 32,200 SH   SOLE   0 0 32,200
Novozymes, ADR COM 670108109 477 10,425 SH   SOLE   0 0 10,425
Numerex Corp COM 67053a102 153 13,450 SH   SOLE   0 0 13,450
Osiris Therapeutics COM 68827r108 612 34,825 SH   SOLE   0 0 34,825
Philips NV, ADR COM 500472303 481 16,981 SH   SOLE   0 0 16,981
Polypore Intl, Inc COM 73179V103 1,020 17,310 SH   SOLE   0 0 17,310
Qorvo Inc. COM 74736k101 1,602 20,105 SH   SOLE   0 0 20,105
Qualcomm Inc COM 747525103 4,501 64,906 SH   SOLE   32,660 0 32,246
Sangamo BioSciences Inc COM 800677106 1,789 114,120 SH   SOLE   0 0 114,120
Sanofi-Aventis, ADR COM 80105n105 2,393 48,404 SH   SOLE   30,384 0 18,020
Scana Corp COM 80589M102 538 9,790 SH   SOLE   0 0 9,790
Senomyx Inc. COM 81724Q107 1,074 243,590 SH   SOLE   0 0 243,590
Solazyme Inc COM 83415T101 176 61,600 SH   SOLE   0 0 61,600
Union Pacific Corp COM 907818108 7,518 69,416 SH   SOLE   34,700 0 34,716
Unisys Corp COM 909214306 4,790 206,375 SH   SOLE   67,730 0 138,645
United Continental Hldgs COM 910047109 6,624 98,505 SH   SOLE   48,400 0 50,105
United Parcel Service Inc COM 911312106 4,735 48,843 SH   SOLE   23,590 0 25,253
Universal Display Corp COM 91347p105 4,173 89,266 SH   SOLE   8,630 0 80,636
Universal Electronics Inc COM 913483103 3,184 56,421 SH   SOLE   34,008 0 22,413
Verizon Communications COM 92343v104 8,561 176,051 SH   SOLE   78,279 0 97,772
Vertex Pharmaceuticals COM 92532F100 3,453 29,271 SH   SOLE   2,815 0 26,456
Vulcan Materials Co. COM 929160109 493 5,845 SH   SOLE   0 0 5,845
Microvision Warrants - exp 11/ COM 594960171 2 176,650 SH   SOLE   0 0 176,650