Instuitional Investor - Muhlenkamp & Co Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Rush Enterprises Inc	RUSHA	367,713	$18,495,964	6.05%
2.	Mckesson Corp	MCK	38,482	$17,816,396	5.82%
3.	Broadcom Inc.	AVGO	15,631	$17,448,104	5.7%
4.	Eqt Corp	EQT	447,752	$17,310,092	5.66%
5.	Schlumberger Limited	SLB	313,245	$16,301,270	5.33%