Instuitional Investor - Muhlenkamp & Co Inc

Filing Period:
No. Security Ticker Shares Value % Port
1. RUSHA 367,713 $18,495,964 6.05%
2. MCK 38,482 $17,816,396 5.82%
3. AVGO 156,310 $17,448,104 5.7%
4. EQT 447,752 $17,310,092 5.66%
5. SLB 313,245 $16,301,270 5.33%