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 295 1,135 SH   SOLE 0 1,135 0 0
ISHARES TR CORE S&P SCP ETF 464287804 204 1,880 SH   SOLE 0 1,880 0 0
ISHARES TR CORE S&P500 ETF 464287200 696 1,750 SH   SOLE 0 1,750 0 0
AMAZON COM INC COM 023135106 17,500 5,656 SH   SOLE 0 4,117 0 1,539
BRISTOL-MYERS SQUIBB CO COM 110122108 4,121 65,273 SH   SOLE 0 59,831 0 5,442
BOEING CO COM 097023105 6,550 25,716 SH   SOLE 0 21,026 0 4,690
IRON MTN INC NEW COM 46284V101 590 15,944 SH   SOLE 0 12,804 0 3,140
AMGEN INC COM 031162100 1,520 6,109 SH   SOLE 0 5,594 0 515
ABBOTT LABS COM 002824100 3,642 30,390 SH   SOLE 0 28,309 0 2,081
INTEL CORP COM 458140100 3,752 58,619 SH   SOLE 0 45,031 0 13,588
QUALCOMM INC COM 747525103 6,393 48,216 SH   SOLE 0 41,172 0 7,044
DISNEY WALT CO COM 254687106 8,630 46,771 SH   SOLE 0 40,438 0 6,333
JOHNSON & JOHNSON COM 478160104 511 3,111 SH   SOLE 0 2,826 0 285
PFIZER INC COM 717081103 2,607 71,958 SH   SOLE 0 66,245 0 5,713
CHEVRON CORP NEW COM 166764100 290 2,770 SH   SOLE 0 2,503 0 267
MICROSOFT CORP COM 594918104 18,394 78,015 SH   SOLE 0 65,622 0 12,393
UNITED PARCEL SERVICE INC CL B 911312106 7,450 43,829 SH   SOLE 0 36,710 0 7,119
AT&T INC COM 00206R102 3,533 116,701 SH   SOLE 0 105,143 0 11,558
CISCO SYS INC COM 17275R102 6,255 120,969 SH   SOLE 0 99,333 0 21,636
VERIZON COMMUNICATIONS INC COM 92343V104 6,458 111,052 SH   SOLE 0 97,498 0 13,554
ISHARES TR US INDUSTRIALS 464287754 283 2,680 SH   SOLE 0 2,680 0 0
ISHARES TR U.S. TECH ETF 464287721 293 3,343 SH   SOLE 0 3,343 0 0
DEERE & CO COM 244199105 2,493 6,664 SH   SOLE 0 5,479 0 1,185
BK OF AMERICA CORP COM 060505104 1,297 33,529 SH   SOLE 0 32,929 0 600
UNION PAC CORP COM 907818108 6,255 28,378 SH   SOLE 0 26,118 0 2,260
COSTCO WHSL CORP NEW COM 22160K105 1,182 3,353 SH   SOLE 0 3,353 0 0
LILLY ELI & CO COM 532457108 486 2,599 SH   SOLE 0 2,599 0 0
DOMINION ENERGY INC COM 25746U109 480 6,322 SH   SOLE 0 4,822 0 1,500
MERCK & CO. INC COM 58933Y105 479 6,214 SH   SOLE 0 5,231 0 983
PROCTER AND GAMBLE CO COM 742718109 462 3,409 SH   SOLE 0 3,409 0 0
HOME DEPOT INC COM 437076102 359 1,175 SH   SOLE 0 1,175 0 0
MCDONALDS CORP COM 580135101 349 1,556 SH   SOLE 0 1,556 0 0
NIKE INC CL B 654106103 294 2,210 SH   SOLE 0 2,210 0 0
JPMORGAN CHASE & CO COM 46625H100 865 5,681 SH   SOLE 0 5,681 0 0
CORNING INC COM 219350105 3,279 75,356 SH   SOLE 0 46,320 0 29,036
AMERICAN TOWER CORP NEW COM 03027X100 10,744 44,943 SH   SOLE 0 38,162 0 6,781
CROWN CASTLE INTL CORP NEW COM 22822V101 8,901 51,712 SH   SOLE 0 45,218 0 6,494
COMCAST CORP NEW CL A 20030N101 3,953 73,062 SH   SOLE 0 66,626 0 6,436
DUKE ENERGY CORP NEW COM NEW 26441C204 569 5,894 SH   SOLE 0 5,224 0 670
APPLE INC COM 037833100 21,326 174,592 SH   SOLE 0 157,766 0 16,826
CATERPILLAR INC COM 149123101 2,347 10,121 SH   SOLE 0 8,824 0 1,297
UNIVERSAL DISPLAY CORP COM 91347P105 13,841 58,456 SH   SOLE 0 37,041 0 21,415
ISHARES TR PHLX SEMICND ETF 464287523 348 820 SH   SOLE 0 820 0 0
ISHARES TR EXPANDED TECH 464287515 276 809 SH   SOLE 0 809 0 0
CANADIAN PAC RY LTD COM 13645T100 4,332 11,403 SH   SOLE 0 9,984 0 1,419
UNISYS CORP COM NEW 909214306 243 9,550 SH   SOLE 0 6,850 0 2,700
VALERO ENERGY CORP COM 91913Y100 406 5,668 SH   SOLE 0 5,478 0 190
MICROVISION INC DEL COM NEW 594960304 814 43,896 SH   SOLE 0 33,796 0 10,100
FARO TECHNOLOGIES INC COM 311642102 2,132 24,631 SH   SOLE 0 16,993 0 7,638
ILLUMINA INC COM 452327109 2,685 6,990 SH   SOLE 0 5,757 0 1,233
NVIDIA CORPORATION COM 67066G104 5,103 9,557 SH   SOLE 0 7,709 0 1,848
VERTEX PHARMACEUTICALS INC COM 92532F100 3,591 16,712 SH   SOLE 0 12,918 0 3,794
FREEPORT-MCMORAN INC CL B 35671D857 589 17,874 SH   SOLE 0 17,874 0 0
NOVO-NORDISK A S ADR 670100205 2,297 34,069 SH   SOLE 0 31,337 0 2,732
MICROCHIP TECHNOLOGY INC. COM 595017104 2,456 15,822 SH   SOLE 0 14,191 0 1,631
MGM RESORTS INTERNATIONAL COM 552953101 285 7,500 SH   SOLE 0 7,500 0 0
ALPHABET INC CAP STK CL A 02079K305 15,067 7,305 SH   SOLE 0 6,373 0 932
RIO TINTO PLC SPONSORED ADR 767204100 1,009 12,996 SH   SOLE 0 12,796 0 200
REGENERON PHARMACEUTICALS COM 75886F107 318 672 SH   SOLE 0 587 0 85
ACI WORLDWIDE INC COM 004498101 771 20,274 SH   SOLE 0 10,299 0 9,975
VULCAN MATLS CO COM 929160109 1,053 6,242 SH   SOLE 0 5,523 0 719
DYCOM INDS INC COM 267475101 432 4,648 SH   SOLE 0 4,382 0 266
INCYTE CORP COM 45337C102 1,236 15,212 SH   SOLE 0 13,683 0 1,529
AXT INC COM 00246W103 2,153 184,618 SH   SOLE 0 85,518 0 99,100
SALESFORCE COM INC COM 79466L302 557 2,629 SH   SOLE 0 2,629 0 0
DEXCOM INC COM 252131107 368 1,024 SH   SOLE 0 1,024 0 0
ENTEGRIS INC COM 29362U104 1,680 15,026 SH   SOLE 0 13,626 0 1,400
WYNN RESORTS LTD COM 983134107 312 2,490 SH   SOLE 0 2,490 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 265 3,820 SH   SOLE 0 2,820 0 1,000
MASTERCARD INCORPORATED CL A 57636Q104 1,940 5,450 SH   SOLE 0 5,450 0 0
PEGASYSTEMS INC COM 705573103 457 4,000 SH   SOLE 0 4,000 0 0
ISHARES TR U.S. MED DVC ETF 464288810 275 833 SH   SOLE 0 833 0 0
DIGITAL RLTY TR INC COM 253868103 4,360 30,958 SH   SOLE 0 28,698 0 2,260
MARTIN MARIETTA MATLS INC COM 573284106 2,120 6,314 SH   SOLE 0 5,651 0 663
ISHARES TR PFD AND INCM SEC 464288687 289 7,526 SH   SOLE 0 7,526 0 0
AECOM COM 00766T100 874 13,638 SH   SOLE 0 13,638 0 0
IPG PHOTONICS CORP COM 44980X109 3,481 16,504 SH   SOLE 0 12,557 0 3,947
INFINERA CORP COM 45667G103 299 31,090 SH   SOLE 0 29,290 0 1,800
VISA INC COM CL A 92826C839 7,047 33,284 SH   SOLE 0 30,830 0 2,454
MESOBLAST LTD SPONS ADR 590717104 1,446 174,871 SH   SOLE 0 153,179 0 21,692
NXP SEMICONDUCTORS N V COM N6596X109 5,030 24,981 SH   SOLE 0 22,555 0 2,426
INPHI CORP COM 45772F107 1,913 10,720 SH   SOLE 0 10,151 0 569
GENERAL MTRS CO COM 37045V100 420 7,308 SH   SOLE 0 6,773 0 535
NEOPHOTONICS CORP COM 64051T100 336 28,147 SH   SOLE 0 24,247 0 3,900
PACIRA BIOSCIENCES INC COM 695127100 1,578 22,511 SH   SOLE 0 19,108 0 3,403
FACEBOOK INC CL A 30303M102 6,840 23,223 SH   SOLE 0 21,399 0 1,824
QUALYS INC COM 74758T303 491 4,682 SH   SOLE 0 3,142 0 1,540
ABBVIE INC COM 00287Y109 5,323 49,183 SH   SOLE 0 44,389 0 4,794
ZOETIS INC CL A 98978V103 530 3,365 SH   SOLE 0 3,365 0 0
ALPHABET INC CAP STK CL C 02079K107 2,968 1,435 SH   SOLE 0 921 0 514
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 409 1,806 SH   SOLE 0 1,746 0 60
ATARA BIOTHERAPEUTICS INC COM 046513107 158 11,024 SH   SOLE 0 7,424 0 3,600
KEYSIGHT TECHNOLOGIES INC COM 49338L103 701 4,887 SH   SOLE 0 4,587 0 300
QORVO INC COM 74736K101 4,292 23,490 SH   SOLE 0 20,762 0 2,728
SUMMIT MATLS INC CL A 86614U100 532 18,990 SH   SOLE 0 18,685 0 305
CELLECTIS S A SPON ADS 15117K103 203 10,057 SH   SOLE 0 6,957 0 3,100
PAYPAL HLDGS INC COM 70450Y103 6,091 25,083 SH   SOLE 0 19,693 0 5,390
LUMENTUM HLDGS INC COM 55024U109 1,463 16,019 SH   SOLE 0 14,946 0 1,073
BLACKLINE INC COM 09239B109 524 4,837 SH   SOLE 0 3,187 0 1,650
ZSCALER INC COM 98980G102 2,531 14,745 SH   SOLE 0 12,100 0 2,645