0001315863-20-000197.txt : 20200214 0001315863-20-000197.hdr.sgml : 20200214 20200214161809 ACCESSION NUMBER: 0001315863-20-000197 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 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: 20620158 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 12-31-2019 12-31-2019 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 02-14-2020 0 26 194925 false INFORMATION TABLE 2 robertson4q19.inftab.xml ROBERTSON OPPORTUNITY CAPITAL, L.L.C. 13F 4TH Q 2019 ALPHABET INCCAP STK CL C02079K10744123300SHSOLE 330000ARCH CAP GROUP LTDORDG0450A10511799275106SHSOLE 27510600ARCHROCK INCCOM03957W1062849283755SHSOLE 28375500BEACON ROOFING SUPPLY INCCOM0736851096360198865SHSOLE 19886500CAMECO CORPCOM13321L1083321373176SHSOLE 37317600CEVA INCCOM1572101053367124878SHSOLE 12487800CF INDS HLDGS INCCOM125269100122725700SHSOLE 2570000COHERENT INCCOM192479103465828000SHSOLE 2800000COLFAX CORPCOM1940141064747130471SHSOLE 13047100COPART INCCOM21720410629146320501SHSOLE 32050100CYPRESS SEMICONDUCTOR CORPCOM2328061092975127500SHSOLE 12750000EXTERRAN CORPCOM30227H106799102056SHSOLE 10205600FACEBOOK INCCL A30303M102480323400SHSOLE 2340000FISERV INCCOM33773810812185105383SHSOLE 10538300FOX CORPCL B COM35137L2044914135000SHSOLE 13500000HOLLYFRONTIER CORPCOM4361061088590169400SHSOLE 16940000KINDER MORGAN INC DELCOM49456B1019876466500SHSOLE 46650000LUMBER LIQUIDATORS HLDGS INCCOM55003T1074039413392SHSOLE 41339200NASDAQ INCCOM631103108903084313SHSOLE 8431300NU SKIN ENTERPRISES INCCL A67018T105312676269SHSOLE 7626900ONEOK INC NEWCOM682680103496265574SHSOLE 6557400PAYPAL HLDGS INCCOM70450Y103819975800SHSOLE 7580000QORVO INCCOM74736K10118744161270SHSOLE 16127000SYNOPSYS INCCOM871607107556840000SHSOLE 4000000TEMPUR SEALY INTL INCCOM88023U10114600167702SHSOLE 16770200WILLIAMS COS INC DELCOM96945710010629448119SHSOLE 44811900