# EDGAR Filing Document

**Accession Number:** 0001352122
**File Stem:** 0001438934-25-000760
**Filing Date:** 2025-8
**Character Count:** 24299
**Document Hash:** d315400d2c7e34011d281cc3dce09373
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-000760.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001438934-25-000760

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Robertson Opportunity Capital, LLC
- **CENTRAL INDEX KEY:** 0001352122

**ORGANIZATION NAME:**
- **EIN:** 752590635
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-11764
- **FILM NUMBER:** 251210377

**BUSINESS ADDRESS:**
- **STREET 1:** PRESTON COMMONS
- **STREET 2:** 8117 PRESTON ROAD, WEST TOWER, SUITE 675
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75225
- **BUSINESS PHONE:** 972.713.5001

**MAIL ADDRESS:**
- **STREET 1:** PRESTON COMMONS
- **STREET 2:** 8117 PRESTON ROAD, WEST TOWER, SUITE 675
- **CITY:** DALLAS
- **STATE:** TX
- **ZIP:** 75225

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001352122

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Robertson Opportunity Capital, LLC

**Address:** Preston Commons, Dallas, TX 75225

**Telephone number:** 9727135001

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-11764

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 1

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   | SHARES VOTED FOR OR AGAINST MANAGEMENT   | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|:---|:---|:---|
| ALIGHT, INC.                  | 01626W101 | 07/02/2024     | To approve, on an advisory (non-binding) basis, the 2023 compensation paid to our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          25000 |                0 | FOR         | 25000                                    | FOR                         |  |
| ALIGHT, INC.                  | 01626W101 | 06/04/2025     | To approve, on an advisory (non-binding) basis, the 2024 compensation paid to our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         555000 |                0 | FOR         | 555000                                   | FOR                         |  |
| ARCH CAPITAL GROUP LTD.       | G0450A105 | 05/07/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         202106 |                0 | FOR         | 202106                                   | FOR                         |  |
| CAMECO CORPORATION            | 13321L108 | 05/09/2025     | Have a say on our approach to executive compensation (see page 8 of the management proxy circular) As this is an advisory vote, the results will not be binding on the board. Be it resolved that, on an advisory basis and not to diminish the role and responsibilities of the board of directors for executive compensation, the shareholders accept the approach to executive compensation disclosed in Cameco's management proxy circular delivered in advance of the 2025 annual meeting of shareholders. | SECTION 14A SAY-ON-PAY VOTES |         120200 |                0 | FOR         | 120200                                   | FOR                         |  |
| CBRE GROUP, INC.              | 12504L109 | 05/21/2025     | Advisory vote to approve named executive officer compensation for 2024.                                                                                                                                                                                                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          45700 |                0 | FOR         | 45700                                    | FOR                         |  |
| CEVA, INC.                    | 157210105 | 05/05/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         167400 |                0 | FOR         | 167400                                   | FOR                         |  |
| CF INDUSTRIES HOLDINGS, INC.  | 125269100 | 05/06/2025     | Advisory vote to approve the compensation of CF Industries Holdings, Inc.'s named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          20750 |                0 | FOR         | 20750                                    | FOR                         |  |
| COPART, INC.                  | 217204106 | 12/06/2024     | To approve, on an advisory (non-binding) basis, the compensation of our named executive officers for the fiscal year ended July 31, 2024.                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         364188 |                0 | FOR         | 364188                                   | FOR                         |  |
| ELEVANCE HEALTH, INC.         | 036752103 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          15300 |                0 | FOR         | 15300                                    | FOR                         |  |
| ESAB CORPORATION              | 29605J106 | 05/08/2025     | To approve on an advisory basis the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          24546 |                0 | FOR         | 24546                                    | FOR                         |  |
| FISERV, INC.                  | 337738108 | 05/14/2025     | To approve, on an advisory basis, the compensation of the named executive officers of Fiserv, Inc.                                                                                                                                                                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          63410 |                0 | FOR         | 63410                                    | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC     | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          50017 |                0 | FOR         | 50017                                    | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC     | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          50017 |                0 | 1 YEAR      | 50017                                    | FOR                         |  |
| FOX CORPORATION               | 35137L204 | 11/19/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         110000 |                0 | FOR         | 110000                                   | FOR                         |  |
| HF SINCLAIR CORPORATION       | 403949100 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         209598 |                0 | FOR         | 209598                                   | FOR                         |  |
| IRIDIUM COMMUNICATIONS INC.   | 46269C102 | 05/14/2025     | To approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |         172051 |                0 | FOR         | 172051                                   | FOR                         |  |
| LL FLOORING HOLDINGS, INC.    | 55003T107 | 07/10/2024     | To approve a non-binding advisory resolution approving the compensation of our named executive officers.                                                                                                                                                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         139078 |                0 | AGAINST     | 139078                                   | FOR                         |  |
| META PLATFORMS, INC.          | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          19664 |                0 | FOR         | 19664                                    | FOR                         |  |
| META PLATFORMS, INC.          | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                                                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |          19664 |                0 | 3 YEARS     | 19664                                    | FOR                         |  |
| NASDAQ, INC.                  | 631103108 | 06/11/2025     | Advisory vote to approve the Company's executive compensation as presented in the Proxy Statement                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          63039 |                0 | FOR         | 63039                                    | FOR                         |  |
| NUTRIEN LTD.                  | 67077M108 | 05/07/2025     | A non-binding advisory resolution to accept the Corporation's approach to executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          31000 |                0 | FOR         | 31000                                    | FOR                         |  |
| ONEOK, INC.                   | 682680103 | 05/21/2025     | An advisory vote to approve ONEOK, Inc.'s executive compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          98576 |                0 | FOR         | 98576                                    | FOR                         |  |
| PAYPAL HOLDINGS, INC.         | 70450Y103 | 06/05/2025     | Advisory Vote to Approve Named Executive Officer Compensation.                                                                                                                                                                                                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         108399 |                0 | FOR         | 108399                                   | FOR                         |  |
| QORVO, INC.                   | 74736K101 | 08/13/2024     | To approve, on an advisory basis, the compensation of our Named Executive Officers (as disclosed in the proxy statement).                                                                                                                                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          58785 |                0 | FOR         | 58785                                    | FOR                         |  |
| RENTOKIL INITIAL PLC          | 760125104 | 05/07/2025     | To approve the Directors' Remuneration Report                                                                                                                                                                                                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         203545 |                0 | FOR         | 203545                                   | FOR                         |  |
| RINGCENTRAL, INC.             | 76680R206 | 12/31/2024     | To approve, on an advisory, non-binding basis, the named executive officers' compensation, as disclosed in the proxy statement (Proposal Three).                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |              0 |                0 |  |  |  |  |
| SOMNIGROUP INTERNATIONAL INC. | 88023U101 | 05/14/2025     | ADVISORY VOTE TO APPROVE THE COMPENSATION OF NAMED EXECUTIVE OFFICERS.                                                                                                                                                                                                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         439826 |                0 | FOR         | 439826                                   | FOR                         |  |
| SYNOPSYS, INC.                | 871607107 | 04/10/2025     | To approve, on an advisory basis, the compensation of our named executive officers, as disclosed in the attached Proxy Statement.                                                                                                                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          26700 |                0 | FOR         | 26700                                    | FOR                         |  |
| THE WILLIAMS COMPANIES, INC.  | 969457100 | 04/29/2025     | Approve, on an Advisory Basis, the Compensation of our Named Executive Officers.                                                                                                                                                                                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         434882 |                0 | FOR         | 434882                                   | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Robertson Opportunity Capital, LLC

**By (Signature):** Arindum Dutta

**By (Printed Signature):** Arindum Dutta

**By (Title):** Chief Compliance Officer

**Date:** 08/13/2025