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

ADPT Adeptus Health Inc Health Care 48.35 122.92

AMZN Amazon.com Inc Cons. Discret. 369.98 61.96

BDE Black Diamond Inc Cons. Discret. 9.68 2283.33

BREW Craft Brew Alliance Inc Consumer Staples 13.46 41.47

CHTR Charter Communications Inc Cons. Discret. 191.60 287.86

CONE CyrusOne Inc Financials 31.51 171.61

COR CoreSite Realty Corp Financials 50.28 39.83

CRM salesforce.com inc Technology 66.43 31.55

DATA Tableau Software Inc Technology 91.12 130.38

DOOR Masonite International Industrials 67.10 119.63

ENV Envestnet Inc Technology 55.45 40.42

ESS Essex Property Trust Inc Financials 229.35 34.37

FTNT Fortinet Inc Technology 34.12 28.57

HMST HomeStreet Inc Financials 18.75 39.79

HZO MarineMax Inc Cons. Discret. 25.77 46.27

IBP Installed Building Products Inc Cons. Discret. 21.92 49.69

INFN Infinera Corp Technology 18.95 39.51

LNKD LinkedIn Corp Technology 247.91 40.36

LQ La Quinta Holdings Inc Cons. Discret. 23.61 30.52

MDCA MDC Partners Inc Cons. Discret. 28.40 50.33

MOH Molina Healthcare Inc Health Care 67.20 38.56

MSO Martha Stewart Living Omnimedia Cons. Discret. 6.56 106.25

MWW Monster Worldwide Inc Technology 6.34 61.21

NCFT Norcraft Cos Inc Industrials 25.60 26.52

NCLH Norwegian Cruise Line Holdings Ltd Cons. Discret. 54.58 34.40

NOW ServiceNow Inc Technology 76.16 131.78

NXST Nexstar Broadcasting Group Inc Cons. Discret. 58.67 56.53

OC Owens Corning Industrials 42.74 37.09

OSIR Osiris Therapeutics Inc Health Care 17.11 95.08

PAH Platform Specialty Products Corp Materials 24.80 34.88

PANW Palo Alto Networks Inc Technology 141.79 97.58

PAYC Paycom Software Inc Technology 31.76 40.71

PGTI PGT Inc Industrials 11.01 34.18

POWR PowerSecure International Inc Industrials 13.26 174.39

PSIX Power Solutions International Inc Industrials 66.37 39.57

PTX Pernix Therapeutics Holdings Inc Health Care 10.56 41.06

RAX Rackspace Hosting Inc Technology 51.41 29.02

RUBI Rubicon Project Inc Technology 17.91 143.75

SKUL Skullcandy Inc Cons. Discret. 11.51 32.58

TERP TerraForm Power Inc Utilities 39.01 47.30

TMUS T-Mobile US Inc Telecom 32.45 108.76

TOL Toll Brothers Inc Cons. Discret. 39.76 25.00

TTS Tile Shop Holdings Inc Cons. Discret. 11.77 33.68

TWTR Twitter Inc Technology 49.93 111.14

UA Under Armour Inc Cons. Discret. 79.76 30.69

VIAS Viasystems Group Inc Technology 17.63 61.70

VMC Vulcan Materials Co Materials 84.80 57.47

WCIC WCI Communities Inc Cons. Discret. 24.20 41.25

WLH William Lyon Homes Cons. Discret. 26.22 40.57

YDLE Yodlee Inc Technology 12.90 167.57

The Bespoke 50: 4/2/15

Bespoke 50 S&P 500

Last Week 2.11 0.63

Since Inception 103.73 51.22

Performance (%)

The Bespoke 50: Performance Since Inception

-10

10

30

50

70

90

110

Mar-12 Dec-12 Sep-13 Jun-14 Mar-15

Bespoke 50

SPY

+103.7%

+51.2%

-5

5

15

25

35

45

55

65

75

Mar-12 Dec-12 Sep-13 Jun-14 Mar-15

Bespoke 50 vs. S&P 500

+52.5%

For Personal Use Only—Do Not Forward

AMZN ADPT

BDE BREW

CHTR CONE

COR CRM

DATA DOOR

278

288

298

308

318

328

338

348

358

368

378

388

398

3/27 6/9 8/19 10/29 1/12 3/25

20

23

26

29

32

35

38

41

44

47

50

53

6/24 8/13 10/2 11/20 1/13 3/5

4

6

8

10

12

14

3/27 6/9 8/19 10/29 1/12 3/25

8

10

12

14

16

18

20

3/27 6/9 8/19 10/29 1/12 3/25

110

120

130

140

150

160

170

180

190

200

210

3/27 5/16 7/8 8/26 10/15 12/4 1/27 3/18

17

19

21

23

25

27

29

31

33

35

3/27 6/9 8/19 10/29 1/12 3/25

27

30

33

36

39

42

45

48

51

54

3/27 6/9 8/19 10/29 1/12 3/25

46

49

52

55

58

61

64

67

70

73

3/27 6/9 8/19 10/29 1/12 3/25

46

56

66

76

86

96

106

3/27 5/16 7/8 8/26 10/15 12/4 1/27 3/18

46

49

52

55

58

61

64

67

70

3/27 6/9 8/19 10/29 1/12 3/25

For Personal Use Only—Do Not Forward

ESSENV

FTNT HMST

HZO IBP

INFN LNKD

LQ MDCA

31

34

37

40

43

46

49

52

55

58

61

3/27 6/9 8/19 10/29 1/12 3/25

158

168

178

188

198

208

218

228

238

248

3/27 6/9 8/19 10/29 1/12 3/25

18

21

24

27

30

33

36

39

3/27 6/9 8/19 10/29 1/12 3/25

13

15

17

19

21

3/27 6/9 8/19 10/29 1/12 3/25

12

15

18

21

24

27

30

3/27 6/9 8/19 10/29 1/12 3/25

8

10

12

14

16

18

20

22

24

3/27 6/9 8/19 10/29 1/12 3/25

5

7

9

11

13

15

17

19

21

23

3/27 6/9 8/19 10/29 1/12 3/25

130

150

170

190

210

230

250

270

290

3/27 6/9 8/19 10/29 1/12 3/25

14

16

18

20

22

24

26

4/10 6/2 7/22 9/10 10/29 12/18 2/10 4/1

15

17

19

21

23

25

27

29

31

3/27 6/9 8/19 10/29 1/12 3/25

For Personal Use Only—Do Not Forward

NCFT

MOH MSO

MWW

NCLH NOW

NXST OC

OSIR PAH

29

34

39

44

49

54

59

64

69

3/27 6/9 8/19 10/29 1/12 3/25

2

3

4

5

6

7

8

3/27 6/9 8/19 10/29 1/12 3/25

1

3

5

7

9

3/27 6/9 8/19 10/29 1/12 3/25

11

13

15

17

19

21

23

25

27

3/27 6/9 8/19 10/29 1/12 3/25

27

30

33

36

39

42

45

48

51

54

57

3/27 6/9 8/19 10/29 1/12 3/25

41

46

51

56

61

66

71

76

81

86

3/27 6/9 8/19 10/29 1/12 3/25

31

34

37

40

43

46

49

52

55

58

61

3/27 6/9 8/19 10/29 1/12 3/25

26

29

32

35

38

41

44

47

3/27 6/9 8/19 10/29 1/12 3/25

9

11

13

15

17

19

21

3/27 6/9 8/19 10/29 1/12 3/25

16

18

20

22

24

26

28

30

3/27 6/9 8/19 10/29 1/12 3/25

For Personal Use Only—Do Not Forward

PTX

PANW PAYC

PGTI POWR

PSIX

RUBI

SKUL TERP

RAX

51

61

71

81

91

101

111

121

131

141

151

161

3/27 6/9 8/19 10/29 1/12 3/25

10

13

16

19

22

25

28

31

34

37

3/27 5/9 6/23 8/5 9/17 10/29 12/11 1/27 3/11

5

7

9

11

13

15

3/27 6/9 8/19 10/29 1/12 3/25

4

7

10

13

16

19

22

25

28

3/27 6/9 8/19 10/29 1/12 3/25

34

44

54

64

74

84

94

3/27 6/9 8/19 10/29 1/12 3/25

2

4

6

8

10

12

14

3/27 6/9 8/19 10/29 1/12 3/25

24

27

30

33

36

39

42

45

48

51

54

57

3/27 6/9 8/19 10/29 1/12 3/25

6

9

12

15

18

21

24

27

3/27 6/9 8/19 10/29 1/12 3/25

4

6

8

10

12

14

3/27 6/9 8/19 10/29 1/12 3/25

19

22

25

28

31

34

37

40

43

7/17 9/26 12/8 2/20

For Personal Use Only—Do Not Forward

TMUS TOL

TTS TWTR

UA VIAS

VMC WCIC

WLH YDLE

22

24

26

28

30

32

34

36

38

3/27 6/9 8/19 10/29 1/12 3/25

26

28

30

32

34

36

38

40

42

3/27 5/16 7/8 8/26 10/15 12/4 1/27 3/18

4

6

8

10

12

14

16

18

3/27 6/9 8/19 10/29 1/12 3/25

27

30

33

36

39

42

45

48

51

54

57

3/27 6/9 8/19 10/29 1/12 3/25

42

47

52

57

62

67

72

77

82

87

3/27 5/16 7/8 8/26 10/15 12/4 1/27 3/18

7

9

11

13

15

17

19

3/27 6/9 8/19 10/29 1/12 3/25

51

56

61

66

71

76

81

86

91

3/27 6/9 8/19 10/29 1/12 3/25

15

17

19

21

23

25

27

3/27 6/9 8/19 10/29 1/12 3/25

15

18

21

24

27

30

33

3/27 5/16 7/8 8/26 10/15 12/4 1/27 3/18

6

8

10

12

14

16

18

20

10/2 11/13 12/29 2/11 3/26

For Personal Use Only—Do Not Forward