Robertson Opportunity Capital

Robertson Opportunity Capital as of Dec. 31, 2010

Portfolio Holdings for Robertson Opportunity Capital

Robertson Opportunity Capital holds 35 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Intuit (INTU) 10.9 $12M 245k 49.30
Arch Capital Group (ACGL) 7.3 $8.1M 92k 88.05
Synopsys (SNPS) 5.9 $6.6M 245k 26.91
Nasdaq Omx (NDAQ) 5.4 $6.0M 252k 23.73
Laboratory Corp. of America Holdings (LH) 4.6 $5.1M 58k 87.92
RF Micro Devices 4.0 $4.4M 600k 7.35
Charter Communications 3.9 $4.3M 110k 38.94
Raytheon Company 3.8 $4.3M 92k 46.34
Citrix Systems 3.4 $3.8M 56k 68.42
WellPoint 3.4 $3.7M 66k 56.85
Holly Corporation 3.2 $3.5M 87k 40.77
RSC Holdings 3.1 $3.5M 357k 9.74
Emdeon 2.9 $3.2M 240k 13.54
Xilinx 2.9 $3.2M 110k 28.98
Lender Processing Services 2.9 $3.2M 108k 29.52
Deltic Timber Corporation 2.8 $3.1M 56k 56.33
Time Warner 2.7 $3.0M 94k 32.17
Yahoo! 2.7 $3.0M 180k 16.63
Moody's Corporation (MCO) 2.6 $2.9M 111k 26.54
Blount International 2.6 $2.9M 185k 15.76
Exterran Holdings 2.4 $2.6M 109k 23.95
American Express Company (AXP) 2.2 $2.5M 57k 42.92
Sonus Networks 2.2 $2.4M 898k 2.67
Sealy Corporation 2.1 $2.3M 787k 2.92
CoreLogic 1.7 $1.8M 99k 18.52
Eagle Materials (EXP) 1.5 $1.6M 57k 28.26
Plum Creek Timber 1.4 $1.5M 40k 37.44
Anadigics 1.2 $1.3M 190k 6.93
LoopNet 1.1 $1.2M 109k 11.11
Valero Energy Corporation (VLO) 1.0 $1.1M 49k 23.12
Forestar 1.0 $1.1M 57k 19.30
Cemex SAB de CV (CX) 0.7 $770k 72k 10.71
Acme Packet 0.5 $542k 10k 53.14
Technology SPDR (XLK) 0.1 $93k 194k 0.48
iShares Russell 2000 Index (IWM) 0.0 $850.000000 85k 0.01