0001315863-22-000577.txt : 20220815 0001315863-22-000577.hdr.sgml : 20220815 20220815163805 ACCESSION NUMBER: 0001315863-22-000577 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221166205 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 06-30-2022 06-30-2022 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 08-15-2022 0 26 164681 false INFORMATION TABLE 2 robertsonopp2q22.inftab.xml ROBERTSON OPPORTUNITY CAPITAL, L.L.C. 13F 2ND Q 2022 ALPHABET INCCAP STK CL C02079K107111565100SHSOLE 510000ARCH CAP GROUP LTDORDG0450A10512014264106SHSOLE 26410600BEACON ROOFING SUPPLY INCCOM07368510910235199270SHSOLE 19927000CAMECO CORPCOM13321L1084394209032SHSOLE 20903200CBRE GROUP INCCL A12504L109611783100SHSOLE 8310000CEVA INCCOM1572101053899116188SHSOLE 11618800CF INDS HLDGS INCCOM125269100177920750SHSOLE 2075000COPART INCCOM2172041061005192497SHSOLE 9249700ESAB CORPORATIONCOM29605J106134530746SHSOLE 3074600FISERV INCCOM337738108810491083SHSOLE 9108300FOX CORPCL B COM35137L2045384181276SHSOLE 18127600HF SINCLAIR CORPCOM4039491008830195528SHSOLE 19552800IAA INCCOM449253103178954586SHSOLE 5458600LL FLOORING HOLDINGS INCCOM55003T1072636281340SHSOLE 28134000META PLATFORMS INCCL A30303M102636939500SHSOLE 3950000NASDAQ INCCOM631103108320521013SHSOLE 2101300NU SKIN ENTERPRISES INCCL A67018T105234754193SHSOLE 5419300NUTRIEN LTDCOM67077M108478160000SHSOLE 6000000ONEOK INC NEWCOM6826801037180129374SHSOLE 12937400PAYPAL HLDGS INCCOM70450Y103319945800SHSOLE 4580000QORVO INCCOM74736K101516654771SHSOLE 5477100SYNOPSYS INCCOM871607107993132700SHSOLE 3270000TEMPUR SEALY INTL INCCOM88023U1019713454518SHSOLE 45451800TERMINIX GLOBAL HOLDINGS INCCOM88087E1005593137587SHSOLE 13758700VMWARE INCCL A COM928563402241121154SHSOLE 2115400WILLIAMS COS INCCOM96945710017053546409SHSOLE 54640900