Stock 360. Add Cam and intake.

Hood clearance could be a big issue with the adapter for the TQ.
Purchase new rods as it will be cheaper than recon'd stock rods. It will also be stronger and lighter.
Writhe stock pistons, your looking at a head mill of about .060 which is a good bit to do. With the move to a larger valve, the gain will be small. The big gain is when you at least bowl port the heads. The increased area under the valve that remains stock to the smaller valve reall does t help performance to much.

If it were I doing this, and doing it on the cheap as a short term engine is described above. I myself would do this:

New rods and slugs in the overbored and home plates finished block with trued decks. True the heads surface and plan on a mill to yield a pump gas friendly ratio. This way milling is held to a min. A sime refurbishing of the heads with the new valve spring that match the cam would be used. Skip the 2.02's.