Robertson Opportunity Capital, LLC

Q1 2014 13F-HR Holdings

Location
Dallas, TX
Holdings as of
3/31/2014
Date filed
5/15/2014
Form type
13F-HR
Num holdings
23
Total value ($000)
$111,771
Net value change ($000)
-34,967 (-23.8%)
New positions
2
Sold out positions
6
Turnover %
20.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EMC 3,808 210.3%
TRIQUINT SEMICONDUCTOR INC COM 2,009 NEW
CPRT 1,319 34.0%
RF MICRODEVICES INC 1,146 22.2%
EXTERRAN 1,126 28.3%
UTI 848 NEW
WELLPOINT INC 842 7.7%
LSAK 713 19.4%
XLNX 418 18.2%
PCAR 124 14.0%
Top Reduces (Value $000, Stocks/ETFs)
LENDER PROCESSING S -10,213 -100.0%
ACGL -5,718 -52.0%
GNW -5,240 -40.7%
NDAQ -3,864 -38.3%
LH -3,527 -100.0%
SGI -3,050 -36.0%
SNPS -2,192 -21.2%
CTXS -2,119 -100.0%
EXE -2,073 -22.8%
WEATHERFORD INTL LTD -2,045 -44.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type