![Page 1: The Bespoke 50: 3/1/18...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](https://reader036.vdocuments.us/reader036/viewer/2022081402/5f10b03e7e708231d44a5614/html5/thumbnails/1.jpg)
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%
![Page 2: The Bespoke 50: 3/1/18...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](https://reader036.vdocuments.us/reader036/viewer/2022081402/5f10b03e7e708231d44a5614/html5/thumbnails/2.jpg)
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
2/23 5/5 7/18 9/27 12/7 2/21
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
![Page 3: The Bespoke 50: 3/1/18...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](https://reader036.vdocuments.us/reader036/viewer/2022081402/5f10b03e7e708231d44a5614/html5/thumbnails/3.jpg)
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
70
80
90
100
110
120
2/23 5/5 7/18 9/27 12/7 2/21
9
11
13
15
17
19
2/23 3/30 5/5 6/12 7/18 8/22 9/27 11/1 12/7 1/16 2/21
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
![Page 4: The Bespoke 50: 3/1/18...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](https://reader036.vdocuments.us/reader036/viewer/2022081402/5f10b03e7e708231d44a5614/html5/thumbnails/4.jpg)
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
31
34
37
40
2/23 5/5 7/18 9/27 12/7 2/21
4
6
8
10
12
14
16
18
20
2/23 5/5 7/18 9/27 12/7 2/21
12
14
16
18
20
22
24
2/23 5/5 7/18 9/27 12/7 2/21
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
![Page 5: The Bespoke 50: 3/1/18...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](https://reader036.vdocuments.us/reader036/viewer/2022081402/5f10b03e7e708231d44a5614/html5/thumbnails/5.jpg)
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
2/23 5/5 7/18 9/27 12/7 2/21
1
3
5
7
9
11
13
15
2/23 5/5 7/18 9/27 12/7 2/21
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
2/23 5/5 7/18 9/27 12/7 2/21
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
![Page 6: The Bespoke 50: 3/1/18...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](https://reader036.vdocuments.us/reader036/viewer/2022081402/5f10b03e7e708231d44a5614/html5/thumbnails/6.jpg)
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
35
40
45
50
55
60
2/23 4/13 6/5 7/25 9/13 11/1 12/21 2/13
9
12
15
18
21
24
27
30
33
36
39
42
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
23
28
33
38
43
48
53
58
63
2/23 5/5 7/18 9/27 12/7 2/21
23
26
29
32
35
38
41
44
47
50
53
2/23 5/5 7/18 9/27 12/7 2/21
30
33
36
39
42
45
48
51
54
2/23 5/5 7/18 9/27 12/7 2/21
22
25
28
31
34
37
40
43
46
2/23 5/5 7/18 9/27 12/7 2/21
13
15
17
19
21
23
25
27
29
2/23 4/13 6/5 7/25 9/13 11/1 12/21 2/13
30
33
36
39
42
45
48
51
54
2/23 5/5 7/18 9/27 12/7 2/21
![Page 7: The Bespoke 50: 3/1/18...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](https://reader036.vdocuments.us/reader036/viewer/2022081402/5f10b03e7e708231d44a5614/html5/thumbnails/7.jpg)
For Personal Use Only—Do Not Forward