0001172661-20-002165.txt : 20201116 0001172661-20-002165.hdr.sgml : 20201116 20201116100239 ACCESSION NUMBER: 0001172661-20-002165 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201116 EFFECTIVENESS DATE: 20201116 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: 201314312 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 09-30-2020 09-30-2020 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 11-16-2020 0 25 447488 INFORMATION TABLE 2 infotable.xml ANTHEM INC COM 036752103 16115 60000 SH SOLE 60000 0 0 AXONICS MODULATION TECHNOLOG COM 05465P101 15475 303201 SH SOLE 303201 0 0 BIOLIFE SOLUTIONS INC COM NEW 09062W204 4341 150000 SH SOLE 150000 0 0 BOSTON SCIENTIFIC CORP COM 101137107 22926 600000 SH SOLE 600000 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 9044 150000 SH SOLE 150000 0 0 CATALENT INC COM 148806102 23985 280000 SH SOLE 280000 0 0 CHARLES RIV LABS INTL INC COM 159864107 29439 130000 SH SOLE 130000 0 0 DAVITA INC COM 23918K108 18843 220000 SH SOLE 220000 0 0 ENCOMPASS HEALTH CORP COM 29261A100 45334 697659 SH SOLE 697659 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 7404 300000 SH SOLE 300000 0 0 GUARDANT HEALTH INC COM 40131M109 18555 166000 SH SOLE 166000 0 0 HOLOGIC INC COM 436440101 23785 357833 SH SOLE 357833 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 27188 350000 SH SOLE 350000 0 0 INOVALON HLDGS INC COM CL A 45781D101 17193 650000 SH SOLE 650000 0 0 INSPIRE MED SYS INC COM 457730109 9034 70000 SH SOLE 70000 0 0 IQVIA HLDGS INC COM 46266C105 22068 140000 SH SOLE 140000 0 0 MOLINA HEALTHCARE INC COM 60855R100 18304 100000 SH SOLE 100000 0 0 NEVRO CORP COM 64157F103 22288 160000 SH SOLE 160000 0 0 OUTSET MED INC COM 690145107 7500 150000 SH SOLE 150000 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 19740 2000000 SH SOLE 2000000 0 0 ROYALTY PHARMA PLC SHS CL A G7709Q104 4207 100000 SH SOLE 100000 0 0 SURGERY PARTNERS INC COM 86881A100 16425 750000 SH SOLE 750000 0 0 TWIST BIOSCIENCE CORP COM 90184D100 7597 100000 SH SOLE 100000 0 0 VERICEL CORP COM 92346J108 10747 580000 SH SOLE 580000 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 29951 220000 SH SOLE 220000 0 0