0001315863-18-000448.txt : 20180515 0001315863-18-000448.hdr.sgml : 20180515 20180515162034 ACCESSION NUMBER: 0001315863-18-000448 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180515 DATE AS OF CHANGE: 20180515 EFFECTIVENESS DATE: 20180515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Robertson Opportunity Capital, LLC CENTRAL INDEX KEY: 0001352122 IRS NUMBER: 752590635 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11764 FILM NUMBER: 18836819 BUSINESS ADDRESS: STREET 1: PRESTON COMMONS STREET 2: 8117 PRESTON ROAD, WEST TOWER, SUITE 675 CITY: DALLAS STATE: TX ZIP: 75225 BUSINESS PHONE: 972.713.5032 MAIL ADDRESS: STREET 1: PRESTON COMMONS STREET 2: 8117 PRESTON ROAD, WEST TOWER, SUITE 675 CITY: DALLAS STATE: TX ZIP: 75225 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001352122 XXXXXXXX 03-31-2018 03-31-2018 Robertson Opportunity Capital, LLC

PRESTON COMMONS 8117 PRESTON ROAD, WEST TOWER, SUITE 675 DALLAS TX 75225

13F HOLDINGS REPORT 028-11764 N J. Brett Robertson 972.713.5001 /s/ J. Brett Robertson Dallas TX 05-15-2018 0 27 144622 false INFORMATION TABLE 2 robertsonopp1q18.inftab.xml ROBERTSON OPPORTUNITY CAPITAL, L.L.C. 13F 1Q 18 ARCH CAP GROUP LTDORDG0450A105784991702SHSOLE 9170200ARCHROCK INCCOM03957W1062912332755SHSOLE 33275500BUILDERS FIRSTSOURCE INCCOM12008R1072778140000SHSOLE 14000000CAMECO CORPCOM13321L1081434157776SHSOLE 15777600CEVA INCCOM157210105162945000SHSOLE 4500000CF INDS HLDGS INCCOM125269100245265000SHSOLE 6500000COLFAX CORPCOM194014106305695791SHSOLE 9579100COPART INCCOM21720410616323320501SHSOLE 32050100CYPRESS SEMICONDUCTOR CORPCOM2328061097072417000SHSOLE 41700000EXTERRAN CORPCOM30227H1063417127986SHSOLE 12798600FIRST DATA CORP NEWCOM CL A32008D1063184199000SHSOLE 19900000HOLLYFRONTIER CORPCOM4361061089210188500SHSOLE 18850000KINDER MORGAN INC DELCOM49456B1017025466500SHSOLE 46650000MGIC INVT CORP WISCOM552848103123595000SHSOLE 9500000NASDAQ INCCOM631103108726984313SHSOLE 8431300NU SKIN ENTERPRISES INCCL A67018T105637486470SHSOLE 8647000ONEOK INC NEWCOM682680103552597074SHSOLE 9707400PAYPAL HLDGS INCCOM70450Y10314886196200SHSOLE 19620000QORVO INCCOM74736K10110312146370SHSOLE 14637000SINCLAIR BROADCAST GROUP INCCL A8292261093255104000SHSOLE 10400000SYNOPSYS INCCOM871607107499460000SHSOLE 6000000TEMPUR SEALY INTL INCCOM88023U1016794150000SHSOLE 15000000TOWER SEMICONDUCTOR LTDSHS NEWM879152743821142000SHSOLE 14200000UNIVERSAL TECHNICAL INST INCCOM9139151041046355700SHSOLE 35570000WEYERHAEUSER COCOM962166104107730780SHSOLE 3078000WILLIAMS COS INC DELCOM9694571006580264680SHSOLE 26468000ZOES KITCHEN INCCOM98979J1093113215611SHSOLE 21561100