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
Expires: July 31, 2015
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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
ADOBE SYSTEMS INCORPORATED COM 00724F101 874,978 2,600 SH SOLE 0 0 2,600
ALLIANCEBERNSTEIN NATL MUN I COM 01864U106 135,045 12,886 SH SOLE 0 0 12,886
ANSYS INC COM 03662Q105 838,317 3,470 SH SOLE 0 0 3,470
AUTODESK INC COM 052769106 735,333 3,935 SH SOLE 0 0 3,935
BLACKROCK MUN INCOME TR SH BEN INT 09248F109 144,592 14,373 SH SOLE 0 0 14,373
BLACKROCK MUNIHLDGS NJ QLTY COM 09254X101 146,058 13,194 SH SOLE 0 0 13,194
CADENCE DESIGN SYSTEM INC COM 127387108 940,868 5,857 SH SOLE 0 0 5,857
EXPEDIA GROUP INC COM NEW 30212P303 705,005 8,048 SH SOLE 0 0 8,048
FEDERATED HERMES PREM MUNI I COM 31423P108 162,141 15,442 SH SOLE 0 0 15,442
FIRST REP BK SAN FRANCISCO C COM 33616C100 759,618 6,232 SH SOLE 0 0 6,232
INTUIT COM 461202103 771,823 1,983 SH SOLE 0 0 1,983
INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 144,367 12,913 SH SOLE 0 0 12,913
INVESCO EXCHANGE TRADED FD T FINL PFD ETF 46137V621 145,454 10,101 SH SOLE 0 0 10,101
INVESCO QQQ TR UNIT SER 1 46090E103 2,585,313 9,709 SH SOLE 0 0 9,709
ISHARES TR ESG AWARE MSCI 46435U663 303,055 9,217 SH SOLE 0 0 9,217
NEUBERGER BERMAN MUN FD INC COM 64124P101 149,141 14,313 SH SOLE 0 0 14,313
NUVEEN AMT-FREE MUN VALUE FD COM 670695105 147,369 10,828 SH SOLE 0 0 10,828
NUVEEN MUN INCOME FD INC COM 67062J102 148,708 15,820 SH SOLE 0 0 15,820
NUVEEN SELECT MAT MUN FD SH BEN INT 67061T101 146,518 16,172 SH SOLE 0 0 16,172
PIMCO ETF TR ACTIVE BD ETF 72201R775 841,759 9,303 SH SOLE 0 0 9,303
PTC INC COM 69370C100 843,881 7,030 SH SOLE 0 0 7,030
SERVICENOW INC COM 81762P102 743,537 1,915 SH SOLE 0 0 1,915
SIGNATURE BK NEW YORK N Y COM 82669G104 627,719 5,448 SH SOLE 0 0 5,448
SVB FINANCIAL GROUP COM 78486Q101 839,321 3,647 SH SOLE 0 0 3,647
SYNOPSYS INC COM 871607107 947,653 2,968 SH SOLE 0 0 2,968
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 1,346,537 9,614 SH SOLE 0 0 9,614
VANGUARD BD INDEX FDS INTERMED TERM 921937819 671,872 9,040 SH SOLE 0 0 9,040
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 392,673 8,279 SH SOLE 0 0 8,279
VERTEX PHARMACEUTICALS INC COM 92532F100 881,934 3,054 SH SOLE 0 0 3,054
WESTERN ASSET MANAGED MUNS F COM 95766M105 151,523 15,047 SH SOLE 0 0 15,047
WESTERN ASSET MUN HIGH INCOM COM 95766N103 147,193 23,071 SH SOLE 0 0 23,071
WESTERN ASSET MUN PARTNERS F COM 95766P108 148,922 12,794 SH SOLE 0 0 12,794