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&P MCP ETF 464287507 232 1,135 SH   SOLE 0 1,135 0 0
ISHARES TR CORE S&P500 ETF 464287200 584 1,750 SH   SOLE 0 1,750 0 0
AMAZON COM INC COM 023135106 11,686 5,620 SH   SOLE 0 4,085 0 1,535
BRISTOL MYERS SQUIBB CO COM 110122108 3,780 57,061 SH   SOLE 0 51,754 0 5,307
BOEING CO COM 097023105 8,533 25,338 SH   SOLE 0 20,744 0 4,594
IRON MTN INC NEW COM 46284V101 573 18,014 SH   SOLE 0 15,019 0 2,995
AMGEN INC COM 031162100 1,143 4,983 SH   SOLE 0 4,568 0 415
ABBOTT LABS COM 002824100 353 4,016 SH   SOLE 0 4,016 0 0
INTEL CORP COM 458140100 6,223 94,263 SH   SOLE 0 77,498 0 16,765
QUALCOMM INC COM 747525103 4,028 46,072 SH   SOLE 0 38,820 0 7,252
DISNEY WALT CO COM DISNEY 254687106 6,912 49,011 SH   SOLE 0 42,521 0 6,490
JOHNSON & JOHNSON COM 478160104 373 2,455 SH   SOLE 0 2,170 0 285
PFIZER INC COM 717081103 2,795 73,447 SH   SOLE 0 67,838 0 5,609
CHEVRON CORP NEW COM 166764100 481 4,419 SH   SOLE 0 4,419 0 0
MICROSOFT CORP COM 594918104 13,032 70,869 SH   SOLE 0 58,741 0 12,128
UNITED PARCEL SERVICE INC CL B 911312106 4,253 41,239 SH   SOLE 0 34,274 0 6,965
AT&T INC COM 00206R102 4,561 118,618 SH   SOLE 0 107,542 0 11,076
CISCO SYS INC COM 17275R102 5,115 106,637 SH   SOLE 0 87,282 0 19,355
PEPSICO INC COM 713448108 362 2,489 SH   SOLE 0 2,389 0 100
VERIZON COMMUNICATIONS INC COM 92343V104 6,717 112,063 SH   SOLE 0 97,579 0 14,484
DEERE & CO COM 244199105 1,374 8,207 SH   SOLE 0 6,647 0 1,560
BANK AMER CORP COM 060505104 1,152 33,274 SH   SOLE 0 32,674 0 600
EXXON MOBIL CORP COM 30231G102 206 3,348 SH   SOLE 0 3,241 0 107
UNION PACIFIC CORP COM 907818108 5,258 28,603 SH   SOLE 0 27,008 0 1,595
COSTCO WHSL CORP NEW COM 22160K105 1,079 3,441 SH   SOLE 0 3,441 0 0
LILLY ELI & CO COM 532457108 210 1,437 SH   SOLE 0 1,437 0 0
DOMINION ENERGY INC COM 25746U109 804 9,485 SH   SOLE 0 7,985 0 1,500
MERCK & CO INC COM 58933Y105 809 9,507 SH   SOLE 0 8,957 0 550
RAYTHEON CO COM NEW 755111507 419 1,815 SH   SOLE 0 1,815 0 0
PROCTER & GAMBLE CO COM 742718109 345 2,738 SH   SOLE 0 2,738 0 0
HOME DEPOT INC COM 437076102 222 934 SH   SOLE 0 934 0 0
MCDONALDS CORP COM 580135101 294 1,389 SH   SOLE 0 1,389 0 0
NIKE INC CL B 654106103 216 2,172 SH   SOLE 0 2,172 0 0
JPMORGAN CHASE & CO COM 46625H100 516 3,759 SH   SOLE 0 3,759 0 0
TJX COS INC NEW COM 872540109 236 3,838 SH   SOLE 0 3,838 0 0
CORNING INC COM 219350105 3,552 128,335 SH   SOLE 0 96,197 0 32,138
AMERICAN TOWER CORP NEW COM 03027X100 9,745 40,815 SH   SOLE 0 33,924 0 6,891
CROWN CASTLE INTL CORP NEW COM 22822V101 7,396 49,143 SH   SOLE 0 42,329 0 6,814
COMCAST CORP NEW CL A 20030N101 3,136 70,084 SH   SOLE 0 63,367 0 6,717
DUKE ENERGY CORP NEW COM NEW 26441C204 764 7,938 SH   SOLE 0 6,438 0 1,500
APPLE INC COM 037833100 14,313 44,724 SH   SOLE 0 40,872 0 3,852
AMERICAN AIRLS GROUP INC COM 02376R102 213 7,500 SH   SOLE 0 7,500 0 0
CATERPILLAR INC DEL COM 149123101 1,676 12,569 SH   SOLE 0 11,126 0 1,443
UNIVERSAL DISPLAY CORP COM 91347P105 12,731 71,852 SH   SOLE 0 37,650 0 34,202
ISHARES TR EXPANDED TECH 464287515 242 942 SH   SOLE 0 942 0 0
CANADIAN PAC RY LTD COM 13645T100 3,154 11,814 SH   SOLE 0 10,169 0 1,645
UNISYS CORP COM NEW 909214306 222 13,450 SH   SOLE 0 6,850 0 6,600
VALERO ENERGY CORP NEW COM 91913Y100 576 6,858 SH   SOLE 0 6,668 0 190
MICROVISION INC DEL COM NEW 594960304 23 37,256 SH   SOLE 0 27,156 0 10,100
FARO TECHNOLOGIES INC COM 311642102 1,658 30,469 SH   SOLE 0 17,423 0 13,046
ILLUMINA INC COM 452327109 1,812 6,157 SH   SOLE 0 5,005 0 1,152
VERTEX PHARMACEUTICALS INC COM 92532F100 4,271 17,793 SH   SOLE 0 11,608 0 6,185
FREEPORT-MCMORAN INC CL B 35671D857 184 15,580 SH   SOLE 0 15,580 0 0
EATON CORP PLC SHS G29183103 292 2,865 SH   SOLE 0 2,620 0 245
NOVO-NORDISK A S ADR 670100205 2,039 32,230 SH   SOLE 0 29,154 0 3,076
MGM RESORTS INTERNATIONAL COM 552953101 235 7,500 SH   SOLE 0 7,500 0 0
ALPHABET INC CAP STK CL A 02079K305 10,080 6,815 SH   SOLE 0 5,924 0 891
RIO TINTO PLC SPONSORED ADR 767204100 543 10,100 SH   SOLE 0 9,900 0 200
ACI WORLDWIDE INC COM 004498101 643 18,595 SH   SOLE 0 8,620 0 9,975
VULCAN MATLS CO COM 929160109 1,641 11,112 SH   SOLE 0 7,893 0 3,219
DYCOM INDS INC COM 267475101 605 14,323 SH   SOLE 0 12,740 0 1,583
GOLAR LNG LTD BERMUDA SHS G9456A100 97 10,000 SH   SOLE 0 10,000 0 0
INCYTE CORP COM 45337C102 747 10,074 SH   SOLE 0 9,254 0 820
AXT INC COM 00246W103 880 217,245 SH   SOLE 0 69,070 0 148,175
ENTEGRIS INC COM 29362U104 1,389 25,005 SH   SOLE 0 13,605 0 11,400
WYNN RESORTS LTD COM 983134107 254 2,000 SH   SOLE 0 2,000 0 0
MASTERCARD INC CL A 57636Q104 1,706 5,217 SH   SOLE 0 5,217 0 0
PEGASYSTEMS INC COM 705573103 354 4,000 SH   SOLE 0 4,000 0 0
ISHARES TR U.S. MED DVC ETF 464288810 221 820 SH   SOLE 0 820 0 0
MARTIN MARIETTA MATLS INC COM 573284106 5,648 20,605 SH   SOLE 0 16,365 0 4,240
AERCAP HOLDINGS NV SHS N00985106 365 6,280 SH   SOLE 0 5,880 0 400
ISHARES TR PFD AND INCM SEC 464288687 324 8,513 SH   SOLE 0 8,513 0 0
AECOM COM 00766T100 581 12,340 SH   SOLE 0 12,340 0 0
IPG PHOTONICS CORP COM 44980X109 2,011 15,055 SH   SOLE 0 11,096 0 3,959
INFINERA CORPORATION COM 45667G103 563 75,185 SH   SOLE 0 66,816 0 8,369
VISA INC COM CL A 92826C839 6,260 30,879 SH   SOLE 0 28,366 0 2,513
MESOBLAST LTD SPONS ADR 590717104 1,090 113,798 SH   SOLE 0 100,574 0 13,224
NXP SEMICONDUCTORS N V COM N6596X109 3,345 25,293 SH   SOLE 0 20,714 0 4,579
INPHI CORP COM 45772F107 697 8,461 SH   SOLE 0 7,951 0 510
GENERAL MTRS CO COM 37045V100 212 6,297 SH   SOLE 0 5,762 0 535
NEOPHOTONICS CORP COM 64051T100 290 38,730 SH   SOLE 0 17,830 0 20,900
PACIRA BIOSCIENCES COM 695127100 931 19,680 SH   SOLE 0 12,179 0 7,501
FACEBOOK INC CL A 30303M102 4,238 19,960 SH   SOLE 0 18,221 0 1,739
QUALYS INC COM 74758T303 675 7,620 SH   SOLE 0 2,275 0 5,345
ABBVIE INC COM 00287Y109 3,869 41,921 SH   SOLE 0 37,311 0 4,610
ZOETIS INC CL A 98978V103 429 3,088 SH   SOLE 0 3,088 0 0
ALPHABET INC CAP STK CL C 02079K107 2,608 1,763 SH   SOLE 0 1,196 0 567
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 422 1,950 SH   SOLE 0 1,890 0 60
QORVO INC COM 74736K101 1,057 10,053 SH   SOLE 0 7,882 0 2,171
EASTERLY GOVT PPTYS INC COM 27616P103 226 9,200 SH   SOLE 0 8,850 0 350
SUMMIT MATLS INC CL A 86614U100 985 40,889 SH   SOLE 0 33,869 0 7,020
PAYPAL HLDGS INC COM 70450Y103 2,738 23,032 SH   SOLE 0 18,003 0 5,029
LUMENTUM HLDGS INC COM 55024U109 991 11,350 SH   SOLE 0 8,592 0 2,758
BLACKLINE INC COM 09239B109 217 3,495 SH   SOLE 0 1,845 0 1,650
ZSCALER INC COM 98980G102 569 9,656 SH   SOLE 0 6,581 0 3,075