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August 2018 Analysis & Portfolio Holdings

|Includes: Amazon.com, Inc. (AMZN), ANDV, FIVE, GRUB, MRO, NFLX, NKTR, NTNX, NVDA, SRPT, VLO

Axcel Capital Management, LLC offers actively managed portfolios designed to identify and benefit from market trends that develop in individual stocks, sectors and industries; as well as take precautions to avoid downturns. As such, our portfolios take on a limited number of holdings representing areas of the market that are shown to be positively trending, based on our relative strength assessment. Below are our positions as of August 1st, 2018.

S&P 500 Relative Strength - Positive

Advantage Portfolio Holdings:

Valero Energy Corp (VLO) - initiated May 2018

Andeavor (ANDV) - initiated May 2018

Amazon (AMZN) - initiated May 2018

Netflix (NFLX) - initiated March 2018

Marathon Oil Corp (MRO) - initiated August 2018

* Nvidia (NVDA) was removed from the portfolio this month.

Premium Portfolio Holdings (in addition to Advantage Holdings):

Nektar Theraputics (NKTR) - initiated January 2018

Nutanix (NTNX) - initiated April 2018

GrubHub Inc (GRUB) - initiated March 2018

Five Below (FIVE) - initiated July 2018

Sarepta Therapeutics, Inc. (SRPT) - initiated July 2018

* No changes were made to holdings from previous month.

Disclosure: I am/we are long MRO, AMZN, ANDV, VLO, NFLX, SRPT, FIVE, NTNX, GRUB, NKTR.