Instuitional Investor - Robertson Opportunity Capital, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1. SGI 439,826 $26,336,781 10.02%
2. WMB 434,882 $25,988,548 9.89%
3. BECN 168,029 $20,785,187 7.91%
4. ACGL 202,106 $19,438,555 7.4%
5. CPRT 336,388 $19,036,197 7.25%