0001315863-23-000341.txt : 20230214 0001315863-23-000341.hdr.sgml : 20230214 20230214161414 ACCESSION NUMBER: 0001315863-23-000341 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 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: 23629441 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 X0202 13F-HR LIVE false false false 0001352122 XXXXXXXX 12-31-2022 12-31-2022 Robertson Opportunity Capital, LLC
PRESTON COMMONS 8117 PRESTON ROAD, WEST TOWER, SUITE 675 DALLAS TX 75225
13F HOLDINGS REPORT 028-11764 000118484 801-65108 N
J. Brett Robertson President 972.713.5001 /s/ J. Brett Robertson Dallas TX 02-14-2023 0 23 171159119 false
INFORMATION TABLE 2 robertsonopp4thq22.inftbl.xml ROBERTSON OPPORTUNITY CAPITAL, L.L.C. 13F 4TH QUARTER 2022 ALPHABET INC CAP STK CL C 02079K107 10913790 123000 SH SOLE 123000 0 0 ARCH CAP GROUP LTD ORD G0450A105 16580575 264106 SH SOLE 264106 0 0 BEACON ROOFING SUPPLY INC COM 073685109 10927530 207000 SH SOLE 207000 0 0 CAMECO CORP COM 13321L108 4738755 209032 SH SOLE 209032 0 0 CBRE GROUP INC CL A 12504L109 7226544 93900 SH SOLE 93900 0 0 CEVA INC COM 157210105 2972089 116188 SH SOLE 116188 0 0 CF INDS HLDGS INC COM 125269100 1767900 20750 SH SOLE 20750 0 0 COPART INC COM 217204106 12542975 205994 SH SOLE 205994 0 0 ESAB CORPORATION COM 29605J106 1728814 36846 SH SOLE 36846 0 0 FISERV INC COM 337738108 9205759 91083 SH SOLE 91083 0 0 FOX CORP CL B COM 35137L204 4986602 175276 SH SOLE 175276 0 0 HF SINCLAIR CORP COM 403949100 10145948 195528 SH SOLE 195528 0 0 META PLATFORMS INC CL A 30303M102 3930786 32664 SH SOLE 32664 0 0 NASDAQ INC COM 631103108 3867443 63039 SH SOLE 63039 0 0 NU SKIN ENTERPRISES INC CL A 67018T105 2284777 54193 SH SOLE 54193 0 0 NUTRIEN LTD COM 67077M108 4381800 60000 SH SOLE 60000 0 0 ONEOK INC NEW COM 682680103 9592463 146004 SH SOLE 146004 0 0 PAYPAL HLDGS INC COM 70450Y103 1994160 28000 SH SOLE 28000 0 0 QORVO INC COM 74736K101 5328272 58785 SH SOLE 58785 0 0 RENTOKIL INITIAL PLC SPONSORED ADR 760125104 613365 19908 SH SOLE 19908 0 0 SYNOPSYS INC COM 871607107 10440783 32700 SH SOLE 32700 0 0 TEMPUR SEALY INTL INC COM 88023U101 17011133 495518 SH SOLE 495518 0 0 WILLIAMS COS INC COM 969457100 17976856 546409 SH SOLE 546409 0 0