0001172661-20-001738.txt : 20200814 0001172661-20-001738.hdr.sgml : 20200814 20200814112557 ACCESSION NUMBER: 0001172661-20-001738 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200814 DATE AS OF CHANGE: 20200814 EFFECTIVENESS DATE: 20200814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Iron Triangle Partners LP CENTRAL INDEX KEY: 0001779763 IRS NUMBER: 833685944 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20024 FILM NUMBER: 201102978 BUSINESS ADDRESS: STREET 1: 1 RIVER ROAD, 1ST FLOOR CITY: COS COB STATE: CT ZIP: 06807 BUSINESS PHONE: 646-779-6380 MAIL ADDRESS: STREET 1: 1 RIVER ROAD, 1ST FLOOR CITY: COS COB STATE: CT ZIP: 06807 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001779763 XXXXXXXX 06-30-2020 06-30-2020 false Iron Triangle Partners LP

1 River Road, 1st Floor Cos Cob CT 06807

13F HOLDINGS REPORT 028-20024 N Michael O'Brien 646-779-6395 /s/ Michael O'Brien Cos Cob CT 08-14-2020 0 24 397078 INFORMATION TABLE 2 infotable.xml ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 7257 150000 SH SOLE 150000 0 0 AXONICS MODULATION TECHNOLOG COM 05465P101 12204 347591 SH SOLE 347591 0 0 BAXTER INTL INC COM 071813109 28413 330000 SH SOLE 330000 0 0 BOSTON SCIENTIFIC CORP COM 101137107 21066 600000 SH SOLE 600000 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 16917 287710 SH SOLE 287710 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 11760 200000 SH Call SOLE 200000 0 0 CATALENT INC COM 148806102 20524 280000 SH SOLE 280000 0 0 CHANGE HEALTHCARE INC COM 15912K100 12855 1147800 SH SOLE 1147800 0 0 CHARLES RIV LABS INTL INC COM 159864107 22666 130000 SH SOLE 130000 0 0 ENCOMPASS HEALTH CORP COM 29261A100 34062 550000 SH SOLE 550000 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 10545 500000 SH SOLE 500000 0 0 GUARDANT HEALTH INC COM 40131M109 13427 165500 SH SOLE 165500 0 0 HOLOGIC INC COM 436440101 28500 500000 SH SOLE 500000 0 0 HORIZON THERAPEUTICS PUB LTD SHS G46188101 24240 436127 SH SOLE 436127 0 0 INOVALON HLDGS INC COM CL A 45781D101 14119 733053 SH SOLE 733053 0 0 INSPIRE MED SYS INC COM 457730109 10099 116054 SH SOLE 116054 0 0 IQVIA HLDGS INC COM 46266C105 19519 137577 SH SOLE 137577 0 0 MCKESSON CORP COM 58155Q103 13041 85000 SH SOLE 85000 0 0 MOLINA HEALTHCARE INC COM 60855R100 17798 100000 SH SOLE 100000 0 0 NEVRO CORP COM 64157F103 17978 150485 SH SOLE 150485 0 0 ROYALTY PHARMA PLC SHS CL A G7709Q104 4855 100000 SH SOLE 100000 0 0 SURGERY PARTNERS INC COM 86881A100 7829 676652 SH SOLE 676652 0 0 TWIST BIOSCIENCE CORP COM 90184D100 19049 420510 SH SOLE 420510 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 8355 70000 SH SOLE 70000 0 0