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BESPOKE Investment Group

The Bespoke 50 July 25, 2013

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Group, LLC believes all information contained in this report to be accurate, but we do not guarantee its accuracy. None of the information in this report or any

opinions expressed constitutes a solicitation of the purchase or sale of any

securities or commodities.

The Bespoke 50: Performance Since Inception

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Bespoke 50

SPY

+63.4%

+24.7%

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Bespoke 50 vs. S&P 500+38.7%

Bespoke 50 S&P 500

Last Week 0.55 0.12

Since Inception 63.40 24.65

Performance (%)

Removed

BBG

EVC

HWAY

HZO

JMBA

ORA

VSAT

Stock Company Sector Price

Est. EPS Growth

Next Year

ABFS Arkansas Best Corp Industrials 21.80 437.65

ADES ADA-ES Inc Materials 42.77 423.67

AMCC Applied Micro Circuits Corp Technology 12.14 297.87

ARC ARC Document Solutions Inc Industrials 4.80 71.64

BIOS BioScrip Inc Health Care 16.48 107.27

BLOX Infoblox Inc Technology 32.39 55.41

CALD Callidus Software Inc Technology 6.75 326.32

CCOI Cogent Communications Group Inc Telecom 29.00 150.93

CCRN Cross Country Healthcare Inc Health Care 5.85 956.25

CHTR Charter Communications Inc Consumer Discret. 127.32 1477.93

CKH SEACOR Holdings Inc Energy 86.57 133.72

CMLS Cumulus Media Inc Consumer Discret. 4.05 90.81

CNSI Comverse Inc Technology 31.62 110.99

COG Cabot Oil & Gas Corp Energy 76.88 69.06

COWN Cowen Group Inc Financials 3.34 147.06

CQB Chiquita Brands International Inc Consumer Staples 12.25 75.97

CSGP CoStar Group Inc Technology 150.59 27.30

EPM Evolution Petroleum Corp Energy 12.35 286.07

FANG Diamondback Energy Inc Energy 37.77 95.52

FNP Fifth & Pacific Cos Inc Consumer Discret. 24.46 732.56

FSYS Fuel Systems Solutions Inc Consumer Discret. 19.18 191.49

GLF Gulfmark Offshore Inc Energy 48.54 74.33

GLOG GasLog Ltd Energy 14.38 72.80

GRPN Groupon Inc Consumer Discret. 8.82 66.28

GY GenCorp Inc Industrials 17.49 1020.00

HOS Hornbeck Offshore Services Inc Energy 54.16 78.37

IDTI Integrated Device Technology Technology 8.96 52.42

IMPV Imperva Inc Technology 50.59 589.80

KS KapStone Paper and Packaging Corp Materials 44.10 59.48

LGF Lions Gate Entertainment Corp Consumer Discret. 31.72 29.16

LGND Ligand Pharmaceuticals Inc Health Care 48.04 139.17

MOVE Move Inc Technology 13.67 59.92

MRGE Merge Healthcare Inc Health Care 4.65 53.33

MTDR Matador Resources Co Energy 12.88 62.02

NWY New York & Co Inc Consumer Discret. 6.47 107.86

OEH Orient-Express Hotels Ltd Consumer Discret. 12.63 46.95

ORN Orion Marine Group Inc Industrials 12.97 161.87

P Pandora Media Inc Technology 18.85 592.31

PDCE PDC Energy Inc Energy 54.82 138.47

SAFM Sanderson Farms Inc Consumer Staples 70.12 29.95

SGI Silicon Graphics International Corp Technology 19.25 222.46

SGK Schawk Inc Industrials 14.48 87.30

SN Sanchez Energy Corp Energy 23.18 92.73

SNTS Santarus Inc Health Care 23.76 47.23

SREV ServiceSource International Inc Technology 10.91 67.07

STAA Staar Surgical Co Health Care 10.77 133.33

TOWR Tower International Inc Consumer Discret. 20.70 27.33

UFI Unifi Inc Consumer Discret. 23.18 34.83

YELP Yelp Inc Technology 41.76 291.51

ZINC Horsehead Holding Corp Materials 12.58 1302.78

The Bespoke 50: 7/25/13

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 Bespoke’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.

Bespoke

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ABFS ADES

AMCC ARC

BIOS BLOX

CALD CCOI

CCRN CHTR

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CNSI COG

COWN CQB

CSGP EPM

FANG FNP

CMLSCKH

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GY HOS

IDTI IMPV

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GLOG

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ORN P

PDCE SAFM

OEH

LGND MOVE

MRGE MTDR

NWY

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SGI SGK

SN SNTS

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YELP ZINC

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