0001172661-21-000710.txt : 20210216 0001172661-21-000710.hdr.sgml : 20210216 20210216161241 ACCESSION NUMBER: 0001172661-21-000710 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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: 21638493 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 12-31-2020 12-31-2020 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 02-16-2021 0 26 771487 INFORMATION TABLE 2 infotable.xml CATALENT INC COM 148806102 16651 160000 SH SOLE 160000 0 0 CHARLES RIV LABS INTL INC COM 159864107 34980 140000 SH SOLE 140000 0 0 CONMED CORP COM 207410101 16612 148317 SH SOLE 148317 0 0 DAVITA INC COM 23918K108 16436 140000 SH SOLE 140000 0 0 DEXCOM INC COM 252131107 27729 75000 SH SOLE 75000 0 0 ENCOMPASS HEALTH CORP COM 29261A100 41345 500000 SH SOLE 500000 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 30380 900687 SH SOLE 900687 0 0 EXACT SCIENCES CORP COM 30063P105 66245 500000 SH SOLE 500000 0 0 GUARDANT HEALTH INC COM 40131M109 21394 166000 SH SOLE 166000 0 0 HAEMONETICS CORP COM 405024100 32710 275453 SH SOLE 275453 0 0 HCA HEALTHCARE INC COM 40412C101 46049 280000 SH SOLE 280000 0 0 HERON THERAPEUTICS INC COM 427746102 18309 865072 SH SOLE 865072 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 47548 650000 SH SOLE 650000 0 0 IQVIA HLDGS INC COM 46266C105 25625 143020 SH SOLE 143020 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 58818 300000 SH Put SOLE 300000 0 0 MOLINA HEALTHCARE INC COM 60855R100 31902 150000 SH SOLE 150000 0 0 NATERA INC COM 632307104 14928 150000 SH SOLE 150000 0 0 NEVRO CORP COM 64157F103 29213 168761 SH SOLE 168761 0 0 OUTSET MED INC COM 690145107 8526 150000 SH SOLE 150000 0 0 OWENS & MINOR INC NEW COM 690732102 12292 454419 SH SOLE 454419 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 20752 800000 SH SOLE 800000 0 0 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 5005 100000 SH SOLE 100000 0 0 SURGERY PARTNERS INC COM 86881A100 26670 919338 SH SOLE 919338 0 0 UNITEDHEALTH GROUP INC COM 91324P102 46445 132442 SH SOLE 132442 0 0 VERICEL CORP COM 92346J108 17910 580000 SH SOLE 580000 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 57013 370000 SH SOLE 370000 0 0