Instuitional Investor - Robertson Opportunity Capital, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Somnigroup International Inc.	SGI	439,826	$29,930,159	11.1%
2.	Williams Companies Inc.	WMB	434,882	$27,314,938	10.13%
3.	Arch Capital Group Ltd.	ACGL	202,106	$18,401,751	6.83%
4.	Alphabet Inc.	GOOGL	102,000	$18,093,780	6.71%
5.	Copart Inc	CPRT	336,388	$16,506,559	6.12%