For Personal Use Only—Do Not Forward

The “Bespoke 50” is a list of top growth stocks in the Russell 3,000. To make the list, a stock must have strong earnings growth prospects along with an attractive price chart based on Be-spoke’s proprietary fundamental and technical analysis. The list is sorted alphabetically, and each stock is equally weighted when analyzing performance. The “Bespoke 50” is updated weekly. Stocks new to the list this week are shaded in green. As always, investors should use this list as a starting point for further analysis. Price charts for all 50 stocks are included on the following pages.

Stock Company Sector Price

Est. EPS Growth

Next Year

AMD Advanced Micro Devices Technology 12.06 38.68

APTI Apptio Inc Technology 28.62 1891.67

ATI Allegheny Technologies Materials 25.93 54.79

CALD Callidus Software Inc Technology 35.88 40.95

CENX Century Aluminum Materials 20.16 66.80

CHGG Chegg Cons. Discret. 19.71 38.08

CHTR Charter Commun. Cons. Discret. 343.96 88.79

CRM salesforce.com Inc Technology 121.02 31.44

CSGP CoStar Group Inc Industrials 344.38 35.24

DNR Denbury Resources Inc Energy 2.22 43.50

FANG Diamondback Energy Energy 124.95 40.15

GIII G-III Apparel Group Ltd Cons. Discret. 36.42 42.01

GRUB GrubHub Technology 99.26 35.63

HAL Halliburton Co Energy 46.10 36.24

HP Helmerich & Payne Inc Energy 64.31 2754.84

HQY HealthEquity Health Care 56.85 49.32

HUBS HubSpot Inc Technology 110.25 68.11

INVA Innoviva Inc Health Care 15.49 30.04

KRO Kronos Worldwide Materials 22.14 43.99

KTOS Kratos Defense & Security Industrials 11.66 38.41

LGND Ligand Pharmaceuticals Inc Health Care 150.77 40.47

LPLA LPL Financial Holdings Financials 63.83 29.44

LPSN LivePerson Technology 14.53 92.31

LYTS LSI Industries Inc Industrials 7.75 54.90

MB MINDBODY Inc Technology 35.40 112.67

MDXG MiMedx Group Inc Health Care 6.94 47.81

MRC MRC Global Industrials 16.49 56.41

NAV Navistar International Industrials 37.78 41.33

NFLX Netflix Inc Cons. Discret. 291.87 59.55

NMIH NMI Holdings Inc Financials 19.40 40.76

NOW ServiceNow Inc Technology 161.10 48.14

PRTY Party City Holdco Inc Cons. Discret. 14.15 45.56

QNST QuinStreet Inc Technology 13.01 39.19

RNG RingCentral Inc Technology 61.50 31.05

SB Safe Bulkers Inc Industrials 3.68 148.31

SBAC SBA Communications Real Estate 155.83 65.40

SFLY Shutterfly Inc Cons. Discret. 76.92 31.51

SGRY Surgery Partners Inc Health Care 14.50 130.77

SITE SiteOne Landscape Industrials 68.29 26.59

SPLK Splunk Inc Technology 92.97 46.74

SQ Square Technology 45.15 67.69

TEAM Atlassian PLC Technology 53.98 39.04

TRHC Tabula Rasa HealthCare Inc Health Care 31.83 76.86

UA Under Armour Inc Cons. Discret. 14.90 49.81

VRNS Varonis Systems Inc Technology 55.70 5140.00

VRTU Virtusa Corp Technology 47.47 32.20

Z Zillow Group Inc Technology 47.78 43.94

ZEN Zendesk Inc Technology 42.30 615.38

ZEUS Olympic Steel Inc Materials 22.99 55.60

ZG Zillow Group Inc Technology 47.58 43.94

The Bespoke 50: 3/1/18

Bespoke 50 S&P 500

Last Week -1.89 -0.35

Since Inception 154.50 97.21

Performance (%)

Removed

ANGI

ENV

BLD

CUTR

DPZ

ATSG

WEX

UIHC

QDEL

The Bespoke 50: Performance Since Inception

-200

20406080

100120140160180200

Bespoke 50

SPY

+154.5%

+97.2%

0

10

20

30

40

50

60

70

80Bespoke 50 vs. S&P 500 57.3%

For Personal Use Only—Do Not Forward

AMD APTI

ATI CALD

CENX CHGG

CHTR CRM

CSGP DNR

7

9

11

13

15

17

2/23 5/5 7/18 9/27 12/7 2/21

8

11

14

17

20

23

26

29

32

2/23 5/5 7/18 9/27 12/7 2/21

12

15

18

21

24

27

30

33

2/23 5/5 7/18 9/27 12/7 2/21

16

19

22

25

28

31

34

37

40

2/23 5/5 7/18 9/27 12/7 2/21

9

11

13

15

17

19

21

23

25

27

2/23 5/5 7/18 9/27 12/7 2/21

5

7

9

11

13

15

17

19

21

23

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302

312

322

332

342

352

362

372

382

392

402

412

2/23 5/5 7/18 9/27 12/7 2/21

74

84

94

104

114

124

2/23 5/5 7/18 9/27 12/7 2/21

191

211

231

251

271

291

311

331

351

371

2/23 5/5 7/18 9/27 12/7 2/21

0

1

2

3

4

2/23 5/5 7/18 9/27 12/7 2/21

For Personal Use Only—Do Not Forward

GRUB HAL

HP HQY

HUBS INVA

KRO KTOS

GIIIFANG

76

86

96

106

116

126

136

2/23 5/5 7/18 9/27 12/7 2/21

16

19

22

25

28

31

34

37

40

43

2/23 5/5 7/18 9/27 12/7 2/21

26

36

46

56

66

76

86

96

106

2/23 5/5 7/18 9/27 12/7 2/21

36

39

42

45

48

51

54

57

60

2/23 5/5 7/18 9/27 12/7 2/21

39

44

49

54

59

64

69

74

79

2/23 5/5 7/18 9/27 12/7 2/21

35

38

41

44

47

50

53

56

59

62

2/23 5/5 7/18 9/27 12/7 2/21

50

60

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80

90

100

110

120

2/23 5/5 7/18 9/27 12/7 2/21

9

11

13

15

17

19

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11

14

17

20

23

26

29

32

2/24 5/8 7/19 9/28 12/8 2/22

4

6

8

10

12

14

16

2/23 3/30 5/5 6/12 7/18 8/22 9/27 11/1 12/7 1/16 2/21

For Personal Use Only—Do Not Forward

MB MDXG

MRC NAV

NFLX NMIH

LYTS

LGND LPLA

LPSN

89

99

109

119

129

139

149

159

169

179

2/23 5/5 7/18 9/27 12/7 2/21

34

39

44

49

54

59

64

69

2/23 5/5 7/18 9/27 12/7 2/21

4

6

8

10

12

14

16

18

2/23 4/13 6/5 7/25 9/13 11/1 12/21 2/13

2

4

6

8

10

12

2/23 5/5 7/18 9/27 12/7 2/21

19

22

25

28

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34

37

40

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4

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12

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20

23

26

29

32

35

38

41

44

47

50

2/23 5/5 7/18 9/27 12/7 2/21

132

152

172

192

212

232

252

272

292

312

2/23 5/5 7/18 9/27 12/7 2/21

8

10

12

14

16

18

20

22

24

2/23 5/5 7/18 9/27 12/7 2/21

For Personal Use Only—Do Not Forward

SFLY SGRY

SITE SPLK

SBAC

NOW PRTY

QNST RNG

SB

77

87

97

107

117

127

137

147

157

167

2/23 5/5 7/18 9/27 12/7 2/21

7

9

11

13

15

17

19

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1

3

5

7

9

11

13

15

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19

29

39

49

59

69

2/23 5/5 7/18 9/27 12/7 2/21

0

1

2

3

4

5

2/23 5/5 7/18 9/27 12/7 2/21

104

114

124

134

144

154

164

174

184

2/23 3/30 5/5 6/12 7/18 8/22 9/27 11/1 12/7 1/16 2/21

33

43

53

63

73

83

2/23 5/5 7/18 9/27 12/7 2/21

5

8

11

14

17

20

23

26

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32

42

52

62

72

82

2/23 3/30 5/5 6/12 7/18 8/22 9/27 11/1 12/7 1/16 2/21

48

58

68

78

88

98

108

2/23 5/5 7/18 9/27 12/7 2/21

For Personal Use Only—Do Not Forward

SQ TEAM

TRHC UA

VRNS VRTU

Z ZEN

ZEUS ZG

13

18

23

28

33

38

43

48

53

2/23 3/30 5/5 6/12 7/18 8/22 9/27 11/1 12/7 1/16 2/21

25

30

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50

55

60

2/23 4/13 6/5 7/25 9/13 11/1 12/21 2/13

9

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42

2/23 5/5 7/18 9/27 12/7 2/21

8

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23

28

33

38

43

48

53

58

63

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23

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50

53

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30

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51

54

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22

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46

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13

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29

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30

33

36

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51

54

2/23 5/5 7/18 9/27 12/7 2/21

For Personal Use Only—Do Not Forward