0001315863-18-000890.txt : 20181114 0001315863-18-000890.hdr.sgml : 20181114 20181114162537 ACCESSION NUMBER: 0001315863-18-000890 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181114 DATE AS OF CHANGE: 20181114 EFFECTIVENESS DATE: 20181114 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: 181184289 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 09-30-2018 09-30-2018 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 11-14-2018 0 28 170573 false INFORMATION TABLE 2 robertsonopp3q18.inftab.xml ROBERTSON OPPORTUNITY CAPITAL, L.L.C. 13F 3RD Q 18 ARCH CAP GROUP LTDORDG0450A1058201275106SHSOLE 27510600ARCHROCK INCCOM03957W1064060332755SHSOLE 33275500BUILDERS FIRSTSOURCE INCCOM12008R1072055140000SHSOLE 14000000CAMECO CORPCOM13321L1084243372176SHSOLE 37217600CEVA INCCOM1572101054226147000SHSOLE 14700000CF INDS HLDGS INCCOM125269100258647500SHSOLE 4750000COHERENT INCCOM192479103292717000SHSOLE 1700000COLFAX CORPCOM1940141066102169217SHSOLE 16921700COPART INCCOM21720410616515320501SHSOLE 32050100CYPRESS SEMICONDUCTOR CORPCOM2328061094840334000SHSOLE 33400000EXTERRAN CORPCOM30227H1063395127986SHSOLE 12798600FIRST DATA CORP NEWCOM CL A32008D1065163211000SHSOLE 21100000HOLLY ENERGY PARTNERS L PCOM UT LTD PTN4357631072277200SHSOLE 720000HOLLYFRONTIER CORPCOM43610610813036186500SHSOLE 18650000KINDER MORGAN INC DELCOM49456B1018271466500SHSOLE 46650000MGIC INVT CORP WISCOM5528481033514264000SHSOLE 26400000NASDAQ INCCOM631103108723484313SHSOLE 8431300NU SKIN ENTERPRISES INCCL A67018T105712786470SHSOLE 8647000ONEOK INC NEWCOM682680103658197074SHSOLE 9707400PAYPAL HLDGS INCCOM70450Y10317234196200SHSOLE 19620000QORVO INCCOM74736K10111254146370SHSOLE 14637000SINCLAIR BROADCAST GROUP INCCL A8292261092948104000SHSOLE 10400000SYNOPSYS INCCOM871607107394440000SHSOLE 4000000TEMPUR SEALY INTL INCCOM88023U1019787185002SHSOLE 18500200TOWER SEMICONDUCTOR LTDSHS NEWM879152743090142000SHSOLE 14200000UNIVERSAL TECHNICAL INST INCCOM913915104551206967SHSOLE 20696700WILLIAMS COS INC DELCOM9694571008719320680SHSOLE 32068000ZOES KITCHEN INCCOM98979J1092743215611SHSOLE 21561100