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

ABMD ABIOMED Health Care 163.72 26.45

AMD Advanced Micro Devices Inc Technology 12.74 230.93

APPF Appfolio Inc Technology 48.00 39.69

ATI Allegheny Technologies Inc Materials 23.46 124.81

AVAV Aerovironment Inc Industrials 53.51 28.36

CALD Callidus Software Inc Technology 24.70 50.57

CENX Century Aluminum Co Materials 17.21 154.36

CHGG Chegg Inc Cons. Discret. 15.03 82.63

CONE CyrusOne Inc Real Estate 58.16 64.85

CONN Conn's Inc Cons. Discret. 24.85 112.96

CORT Corcept Therapeutics Inc Health Care 19.26 60.42

CPN Calpine Corp Utilities 14.73 256.58

CUTR Cutera Inc Health Care 40.45 52.35

DK Delek US Holdings Inc Energy 25.57 244.58

ENV Envestnet Inc Technology 49.70 28.93

EQIX Equinix Inc Real Estate 441.93 77.71

ERI Eldorado Resorts Inc Cons. Discret. 25.20 1341.82

FCX Freeport-McMoRan Inc Materials 14.00 59.01

FIVN Five9 Inc Technology 23.04 683.33

GDEN Golden Entertainment Inc Cons. Discret. 25.76 71.01

GLOG GasLog Ltd Energy 16.85 441.57

GSM Ferroglobe PLC Materials 13.22 1116.18

HUBS HubSpot Inc Technology 80.20 286.75

KMPR Kemper Corp Financials 52.80 98.94

KTOS Kratos Defense & Security Industrials 13.30 780.00

LPSN LivePerson Inc Technology 13.30 41.00

LYV Live Nation Entertainment Inc Cons. Discret. 43.01 129.15

MSG Madison Square Garden Cons. Discret. 216.17 80.24

NFLX Netflix Inc Cons. Discret. 181.97 54.53

NOW ServiceNow Inc Technology 115.50 51.37

OLED Universal Display Corp Technology 127.85 34.60

OLN Olin Corp Materials 33.89 79.09

PEGI Pattern Energy Group Inc Utilities 25.44 3.87

PFPT Proofpoint Inc Technology 90.50 55.26

PSX Phillips 66 Energy 91.80 33.13

QUOT Quotient Technology Inc Technology 15.85 81.48

REI Ring Energy Inc Energy 14.09 194.62

RES RPC Inc Energy 24.30 67.48

SBAC SBA Communications Corp Real Estate 142.98 62.28

SITE SiteOne Landscape Industrials 57.47 27.64

SQ Square Inc Technology 28.07 79.49

SUM Summit Materials Inc Materials 31.86 36.82

TEX Terex Corp Industrials 44.56 73.71

TGH Textainer Group Holdings Ltd Industrials 16.60 524.09

TTWO Take-Two Interactive Technology 100.13 96.15

VCRA Vocera Communications Inc Health Care 31.38 212.88

VRNS Varonis Systems Inc Technology 41.55 161.45

VRTX Vertex Pharmaceuticals Inc Health Care 149.07 90.21

WDAY Workday Inc Technology 100.72 31.16

WYNN Wynn Resorts Ltd Cons. Discret. 145.28 25.62

The Bespoke 50: 9/28/17

Bespoke 50 S&P 500

Last Week 0.80 0.40

Since Inception 137.94 80.38

Performance (%)

The Bespoke 50: Performance Since Inception

-20

0

20

40

60

80

100

120

140

160

Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17

Bespoke 50

SPY

+137.9%

+80.4%

0

10

20

30

40

50

60

70

Mar-12 Mar-13 Mar-14 Mar-15 Mar-16 Mar-17

Bespoke 50 vs. S&P 50057.6%

Removed

BYD

CSGP

SUPN

TROX

For Personal Use Only—Do Not Forward

ABMD AMD

APPF ATI

AVAV CALD

CENX CHGG

CONE CONN

89

99

109

119

129

139

149

159

169

9/22 12/2 2/15 4/28 7/11 9/20

4

6

8

10

12

14

16

18

9/22 12/2 2/15 4/28 7/11 9/20

15

20

25

30

35

40

45

50

9/22 12/2 2/15 4/28 7/11 9/20

11

13

15

17

19

21

23

25

27

9/22 12/2 2/15 4/28 7/11 9/20

19

24

29

34

39

44

49

54

59

9/22 12/2 2/15 4/28 7/11 9/20

13

15

17

19

21

23

25

27

29

9/22 12/2 2/15 4/28 7/11 9/20

4

7

10

13

16

19

22

9/22 12/2 2/15 4/28 7/11 9/20

4

6

8

10

12

14

16

18

9/22 12/2 2/15 4/28 7/11 9/20

36

39

42

45

48

51

54

57

60

63

66

69

9/22 12/2 2/15 4/28 7/11 9/20

5

8

11

14

17

20

23

26

29

9/22 12/2 2/15 4/28 7/11 9/20

For Personal Use Only—Do Not Forward

CUTR DK

ENV EQIX

ERI FCX

FIVN GDEN

CPNCORT

4

6

8

10

12

14

16

18

20

22

9/22 12/2 2/15 4/28 7/11 9/20

7

9

11

13

15

17

9/22 12/2 2/15 4/28 7/11 9/20

8

13

18

23

28

33

38

43

9/22 12/2 2/15 4/28 7/11 9/20

12

14

16

18

20

22

24

26

28

30

9/22 12/2 2/15 4/28 7/11 9/20

28

31

34

37

40

43

46

49

52

55

9/22 12/2 2/15 4/28 7/11 9/20

308

328

348

368

388

408

428

448

468

488

9/22 12/2 2/15 4/28 7/11 9/20

8

11

14

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26

29

9/22 12/2 2/15 4/28 7/11 9/20

7

9

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15

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19

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10

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22

24

26

9/23 12/5 2/16 5/1 7/12 9/21

6

9

12

15

18

21

24

27

30

9/22 10/27 12/2 1/10 2/15 3/23 4/28 6/5 7/11 8/15 9/20

For Personal Use Only—Do Not Forward

KTOS LPSN

LYV MSG

NFLX NOW

KMPR

GLOG GSM

HUBS

10

12

14

16

18

20

9/22 12/2 2/15 4/28 7/11 9/20

6

8

10

12

14

16

9/22 12/2 2/15 4/28 7/11 9/20

41

46

51

56

61

66

71

76

81

86

9/22 11/10 1/3 2/23 4/13 6/5 7/25 9/13

33

36

39

42

45

48

51

54

9/22 12/2 2/15 4/28 7/11 9/20

3

5

7

9

11

13

15

9/22 12/2 2/15 4/28 7/11 9/20

3

5

7

9

11

13

15

17

9/22 12/2 2/15 4/28 7/11 9/20

24

27

30

33

36

39

42

45

9/22 12/2 2/15 4/28 7/11 9/20

154

164

174

184

194

204

214

224

234

9/22 12/2 2/15 4/28 7/11 9/20

88

98

108

118

128

138

148

158

168

178

188

198

9/22 12/2 2/15 4/28 7/11 9/20

66

76

86

96

106

116

126

9/22 12/2 2/15 4/28 7/11 9/20

For Personal Use Only—Do Not Forward

REI RES

SBAC SITE

QUOT

OLED OLN

PEGI PFPT

PSX

41

51

61

71

81

91

101

111

121

131

141

151

9/22 12/2 2/15 4/28 7/11 9/20

16

19

22

25

28

31

34

37

9/22 12/2 2/15 4/28 7/11 9/20

16

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22

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28

9/22 12/2 2/15 4/28 7/11 9/20

65

70

75

80

85

90

95

100

9/22 12/2 2/15 4/28 7/11 9/20

73

76

79

82

85

88

91

94

9/22 12/2 2/15 4/28 7/11 9/20

7

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15

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19

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13

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9/22 12/2 2/15 4/28 7/11 9/20

89

99

109

119

129

139

149

159

9/22 10/27 12/2 1/10 2/15 3/23 4/28 6/5 7/11 8/15 9/20

23

28

33

38

43

48

53

58

63

9/22 12/2 2/15 4/28 7/11 9/20

For Personal Use Only—Do Not Forward

SQ SUM

TEX TGH

TTWO VCRA

VRNS VRTX

WDAY WYNN

8

11

14

17

20

23

26

29

32

9/22 10/27 12/2 1/10 2/15 3/23 4/28 6/5 7/11 8/15 9/20

15

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36

9/22 11/10 1/3 2/23 4/13 6/5 7/25 9/13

19

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46

9/22 12/2 2/15 4/28 7/11 9/20

4

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20

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35

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65

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85

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105

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14

17

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35

9/22 12/2 2/15 4/28 7/11 9/20

22

25

28

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9/22 12/2 2/15 4/28 7/11 9/20

65

75

85

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105

115

125

135

145

155

165

175

9/22 12/2 2/15 4/28 7/11 9/20

59

69

79

89

99

109

119

9/22 11/10 1/3 2/23 4/13 6/5 7/25 9/13

76

86

96

106

116

126

136

146

156

9/22 12/2 2/15 4/28 7/11 9/20

For Personal Use Only—Do Not Forward