0001172661-21-001204.txt : 20210517 0001172661-21-001204.hdr.sgml : 20210517 20210517092905 ACCESSION NUMBER: 0001172661-21-001204 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21928041 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 03-31-2021 03-31-2021 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 05-17-2021 0 27 786489 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 32466 300000 SH SOLE 300000 0 0 ALIGN TECHNOLOGY INC COM 016255101 37907 70000 SH SOLE 70000 0 0 CHARLES RIV LABS INTL INC COM 159864107 40576 140000 SH SOLE 140000 0 0 CONMED CORP COM 207410101 26118 200000 SH SOLE 200000 0 0 DERMTECH INC COM 24984K105 12698 250000 SH SOLE 250000 0 0 ENCOMPASS HEALTH CORP COM 29261A100 63473 775000 SH SOLE 775000 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 37128 910000 SH SOLE 910000 0 0 EXACT SCIENCES CORP COM 30063P105 13178 100000 SH SOLE 100000 0 0 GUARDANT HEALTH INC COM 40131M109 15265 100000 SH SOLE 100000 0 0 HAEMONETICS CORP MASS COM 405024100 36633 330000 SH SOLE 330000 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 46020 500000 SH SOLE 500000 0 0 IDEXX LABS INC COM 45168D104 17126 35000 SH SOLE 35000 0 0 IQVIA HLDGS INC COM 46266C105 19314 100000 SH SOLE 100000 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 43355 170000 SH SOLE 170000 0 0 MOLINA HEALTHCARE INC COM 60855R100 46752 200000 SH SOLE 200000 0 0 NATERA INC COM 632307104 15231 150000 SH SOLE 150000 0 0 NEVRO CORP COM 64157F103 25110 180000 SH SOLE 180000 0 0 OAK STR HEALTH INC COM 67181A107 18995 350000 SH SOLE 350000 0 0 ORION ACQUISITION CORP UNIT 02/19/2026 68626A207 10989 1100000 SH SOLE 1100000 0 0 OUTSET MED INC COM 690145107 5439 100000 SH SOLE 100000 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 31172 935805 SH SOLE 935805 0 0 PULMONX CORP COM 745848101 27444 600000 SH SOLE 600000 0 0 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 4362 100000 SH SOLE 100000 0 0 SURGERY PARTNERS INC COM 86881A100 32089 725000 SH SOLE 725000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 59531 160000 SH SOLE 160000 0 0 VERICEL CORP COM 92346J108 8888 160000 SH SOLE 160000 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 59230 370000 SH SOLE 370000 0 0