0001315863-19-000703.txt : 20190814 0001315863-19-000703.hdr.sgml : 20190814 20190814162730 ACCESSION NUMBER: 0001315863-19-000703 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 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: 191026830 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 06-30-2019 06-30-2019 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 08-14-2019 0 26 179222 false INFORMATION TABLE 2 robertsonopp2q19.inftab.xml ROBERTSON OPPORTUNITY CAPITAL, L.L.C. 13F 2ND Q 19 ALPHABET INCCAP STK CL C02079K10735673300SHSOLE 330000ARCH CAP GROUP LTDORDG0450A10510201275106SHSOLE 27510600ARCHROCK INCCOM03957W1063368317755SHSOLE 31775500BEACON ROOFING SUPPLY INCCOM0736851096017163865SHSOLE 16386500CAMECO CORPCOM13321L1084111383176SHSOLE 38317600CEVA INCCOM1572101052997123100SHSOLE 12310000CF INDS HLDGS INCCOM125269100120025700SHSOLE 2570000COHERENT INCCOM192479103381828000SHSOLE 2800000COLFAX CORPCOM1940141063741133471SHSOLE 13347100COPART INCCOM21720410623954320501SHSOLE 32050100CYPRESS SEMICONDUCTOR CORPCOM2328061099003404800SHSOLE 40480000EXTERRAN CORPCOM30227H1061763123986SHSOLE 12398600FACEBOOK INCCL A30303M102470924400SHSOLE 2440000FIRST DATA CORP NEWCOM CL A32008D1069415347800SHSOLE 34780000FOX CORPCL B COM35137L204328890000SHSOLE 9000000HOLLYFRONTIER CORPCOM4361061087840169400SHSOLE 16940000KINDER MORGAN INC DELCOM49456B1019741466500SHSOLE 46650000LUMBER LIQUIDATORS HLDGS INCCOM55003T1074526391825SHSOLE 39182500NASDAQ INCCOM631103108810884313SHSOLE 8431300NU SKIN ENTERPRISES INCCL A67018T105426586470SHSOLE 8647000ONEOK INC NEWCOM682680103668097074SHSOLE 9707400PAYPAL HLDGS INCCOM70450Y103867675800SHSOLE 7580000QORVO INCCOM74736K10110749161370SHSOLE 16137000SYNOPSYS INCCOM871607107514840000SHSOLE 4000000TEMPUR SEALY INTL INCCOM88023U10112304167702SHSOLE 16770200WILLIAMS COS INC DELCOM96945710010033357827SHSOLE 35782700