Instuitional Investor - Robertson Opportunity Capital, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Somnigroup International Inc.	SGI	354,826	$27,818,358	10.79%
2.	Williams Companies Inc.	WMB	364,782	$27,117,894	10.52%
3.	Alphabet Inc.	GOOGL	75,652	$26,730,121	10.37%
4.	Arch Capital Group Ltd.	ACGL	202,106	$19,616,408	7.61%
5.	Hf Sinclair Corp	DINO	209,598	$14,598,501	5.66%