April 11, 2013

BESPOKE Investment Group

The Bespoke 50 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. The Bespoke 50: 4/11/13 Stock BCEI BDE BLOX CAS CCOI CPTS CSGP DFT FARM FNGN FNP GPRE GTY GY HW HWAY HZO IMPV INAP JMBA KBH KEYW LAMR LGF LSCC MDCA MEI MRGE MSG MTH NCS ORI PEB PKY PLAB RAS RENT RNET RST RSYS SAFM SALM SNTS SUI TFSL TRLA TSLA VMED WIRE YELP

Company Bonanza Creek Energy Inc Black Diamond Inc Infoblox Inc AM Castle & Co Cogent Communications Group Inc Conceptus Inc CoStar Group Inc DuPont Fabros Technology Inc Farmer Bros Co Financial Engines Inc Fifth & Pacific Cos Inc Green Plains Renewable Energy Inc Getty Realty Corp GenCorp Inc Headwaters Inc Healthways Inc MarineMax Inc Imperva Inc Internap Network Services Jamba Inc KB Home KEYW Holding Corp/The Lamar Advertising Co Lions Gate Entertainment Corp Lattice Semiconductor Corp MDC Partners Inc Methode Electronics Inc Merge Healthcare Inc Madison Square Garden Co/The Meritage Homes Corp NCI Building Systems Inc Old Republic International Corp Pebblebrook Hotel Trust Parkway Properties Inc/Md Photronics Inc RAIT Financial Trust Rentrak Corp RigNet Inc Rosetta Stone Inc Radisys Corp Sanderson Farms Inc Salem Communications Corp Santarus Inc Sun Communities Inc TFS Financial Corp Trulia Inc Tesla Motors Inc Virgin Media Inc Encore Wire Corp Yelp Inc

Sector Energy Consumer Discret. Technology Materials Telecom Health Care Technology Financials Consumer Staples Financials Consumer Discret. Energy Financials Industrials Materials Health Care Consumer Discret. Technology Technology Consumer Discret. Consumer Discret. Industrials Consumer Discret. Consumer Discret. Technology Consumer Discret. Technology Health Care Consumer Discret. Consumer Discret. Industrials Financials Financials Financials Technology Financials Consumer Discret. Energy Technology Technology Consumer Staples Consumer Discret. Health Care Financials Financials Technology Consumer Discret. Consumer Discret. Industrials Technology

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Price 36.67 9.44 21.67 17.62 27.44 25.42 110.65 25.46 16.21 35.27 21.13 11.91 20.96 13.23 10.58 12.04 13.32 38.35 8.56 2.86 21.96 14.71 47.76 23.56 5.32 15.69 13.85 3.19 57.19 43.56 17.53 13.12 26.80 18.21 7.21 8.29 23.07 24.45 15.79 4.79 57.08 9.74 17.44 48.73 10.67 32.95 43.60 49.95 34.32 26.35

Est. EPS Growth Next Year 49.57 122.14 76.25 207.87 110.42 57.09 29.53 55.76 4150.00 29.07 1531.82 138.94 70.24 492.86 85.77 94.44 131.87 157.98 129.79 73.86 240.50 254.24 59.47 45.86 106.19 252.76 122.70 52.47 28.21 56.97 104.85 400.00 64.29 36.21 57.71 63.76 581.54 29.51 1600.00 83.94 39.37 28.80 64.03 79.47 28.57 285.64 4209.68 32.30 71.23 229.82

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Performance (%) Bespoke 50 S&P 500 Last Week 3.98 3.39 Since Inception 36.84 17.60

Removed AFFX APOG CMLS PDCE STRL

© Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment 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.

B es po ke

BCEI

BDE

45

12

42 11

39 36

10

33 30

9

27 24

8

21 18

7

15 12

6 4/5

6/18

8/28

11/9

1/24

4/5

4/8

6/18

8/28

BLOX

11/9

1/24

4/8

CAS

27

20

25

18

23

16

21

14

19

12

17

10

15

8

13

6

11

4 4/19

6/29

9/11

11/23

2/6

1/0

4/5

6/18

8/28

CCOI

11/9

1/24

4/8

CPTS

30

27

28

25

26

23

24

21

22

19

20

17

18

15

16

13

14

11 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

CSGP

11/9

1/24

4/8

DFT

121

31

111

29 27

101

25 91 23 81

21

71

19

61

17 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

FARM

11/9

1/24

4/8

FNGN

18

40

16

37 34

14

31

12

28 10 25 8

22

6

19

4

16 4/5

6/18

8/28

11/9

1/24

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© Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment 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.

B es po ke

FNP

GPRE

23

15

21

13

19

11

17 9 15 7 13 5

11

3

9 7

1 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

GTY

11/9

1/24

4/8

11/9

1/24

4/8

GY

23.0

15 13

21.0

11 19.0 9 17.0 7 15.0

5

13.0

3 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

HW

HWAY

13

16.0

11

14.0

9

12.0

7

10.0

5

8.0

3

6.0

1

4.0 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

11/9

HZO

1/24

4/8

11/9

1/24

4/8

11/9

1/24

4/8

IMPV

16

46 43

14

40 12

37

10

34 31

8

28 6

25

4

22 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

INAP

JMBA

11

5 4

9

3 7 2 5

1

3

0 4/9

6/19

8/29

11/12

1/25

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4/9

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© Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment 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.

B es po ke

KBH

KEYW

25

19

22

17

19

15

16

13

13

11

10

9

7

7

4

5 4/5

5/18

7/2

8/14

9/26

11/9

12/24

2/7

3/22

4/5

6/18

8/28

LAMR

11/9

1/24

4/8

11/9

1/24

4/8

11/9

1/24

4/8

11/9

1/24

4/8

11/9

1/24

4/8

LGF

51

27

48

25

45

23

42

21

39

19

36 17

33

15

30 27

13

24

11

21

9 4/5

5/25

7/14

9/2

10/22

12/11

1/30

3/21

4/5

6/18

LSCC

8/28

MDCA

8

19

7

17

6

15

5

13

4

11

3

9

2

7 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

MEI

8/28

MRGE

16

7

14

6

12

5

10

4

8

3

6

2

4

1 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

MSG

MTH

61

52

58

49

55

46

52

43

49

40

46

37

43

34

40

31

37

28

34

25

31

22 4/5

6/18

8/28

11/9

1/24

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© Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment 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.

B es po ke

NCS

ORI

20

15

18 13 16 14

11

12

9

10 7 8 6

5 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

PEB

11/9

1/24

4/8

11/9

1/24

4/8

11/9

1/24

4/8

11/9

1/24

4/8

11/9

1/24

4/8

PKY

29

21

27

19 17

25

15 23 13 21

11

19

9

17

7 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

RAS

PLAB 9

11

8

9

7 7 6 5 5 3

4 3

1 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

RENT

RNET

26

28

24

26 24

22

22

20

20 18 18 16

16

14

14

12

12 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

RST

RSYS

19

10

17

8

15 6 13 4 11 2

9 7

0 4/5

5/25

7/14

9/2

10/22

12/11

1/30

3/21

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© Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment 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.

B es po ke

SAFM

SALM

61

12

58 10

55 52

8

49 46

6

43 40

4

37 34

2 4/5

6/18

8/28

11/9

1/24

4/5

4/8

6/18

8/28

SNTS

11/9

1/24

4/8

11/9

1/24

4/8

SUI

20.0

52 50

17.0 48 14.0

46 44

11.0 42 8.0

40 38

5.0 36 2.0

34 4/5

6/18

8/28

11/9

1/24

4/8

4/5

6/18

8/28

TFSL

TRLA

12

42 39

11

36 33

10

30 27 24

9

21 8

18 15

7

12 4/5

6/18

8/28

11/9

1/24

4/8

9/19

11/2

12/17

TSLA

1/31

3/15

VMED

50

53

47

48

44 43

41 38

38

35

33

32

28

29 23

26 23

18 4/5

6/18

8/28

11/9

1/24

4/8

4/5

5/18

7/2

WIRE

8/14

9/26

11/9

12/24

2/7

3/22

YELP

37

33

35

30

33

27

31 24 29 21

27

18

25

15

23 21

12 4/5

6/18

8/28

11/9

1/24

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4/8

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4/5

© Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment 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.

B es po ke

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© Copyright 2013, Bespoke Investment Group, LLC. Bespoke Investment 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.