0001172661-20-001265.txt : 20200515 0001172661-20-001265.hdr.sgml : 20200515 20200515094241 ACCESSION NUMBER: 0001172661-20-001265 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 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: 20881321 BUSINESS ADDRESS: STREET 1: 125 PARK AVENUE, 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 646-779-6380 MAIL ADDRESS: STREET 1: 125 PARK AVENUE, 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001779763 XXXXXXXX 03-31-2020 03-31-2020 false Iron Triangle Partners LP

125 Park Avenue, 25th Floor New York NY 10017

13F HOLDINGS REPORT 028-20024 N Michael O'Brien 646-779-6395 /s/ Michael O'Brien New York NY 05-15-2020 0 26 258514 INFORMATION TABLE 2 infotable.xml ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 4167 150000 SH SOLE 150000 0 0 AMERISOURCEBERGEN CORP COM 03073E105 9735 110000 SH SOLE 110000 0 0 AXONICS MODULATION TECHNOLOG COM 05465P101 5082 200000 SH SOLE 200000 0 0 BAXTER INTL INC COM 071813109 8119 100000 SH SOLE 100000 0 0 BOSTON SCIENTIFIC CORP COM 101137107 19578 600000 SH SOLE 600000 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 13935 250000 SH SOLE 250000 0 0 BROOKDALE SR LIVING INC COM 112463104 4680 1500000 SH SOLE 1500000 0 0 CATALENT INC COM 148806102 10390 200000 SH SOLE 200000 0 0 CHANGE HEALTHCARE INC COM 15912K100 11606 1161713 SH SOLE 1161713 0 0 CHARLES RIV LABS INTL INC COM 159864107 12621 100000 SH SOLE 100000 0 0 DEXCOM INC COM 252131107 5385 20000 SH SOLE 20000 0 0 ENCOMPASS HEALTH CORP COM 29261A100 25612 400000 SH SOLE 400000 0 0 GUARDANT HEALTH INC COM 40131M109 2784 40000 SH SOLE 40000 0 0 HCA HEALTHCARE INC COM 40412C101 7188 80000 SH SOLE 80000 0 0 HERON THERAPEUTICS INC COM 427746102 5870 500000 SH SOLE 500000 0 0 HORIZON THERAPEUTICS PUB LTD SHS G46188101 14810 500000 SH SOLE 500000 0 0 HUMANA INC COM 444859102 12561 40000 SH SOLE 40000 0 0 INOVALON HLDGS INC COM CL A 45781D101 7608 456651 SH SOLE 456651 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 6933 14000 SH SOLE 14000 0 0 MCKESSON CORP COM 58155Q103 8792 65000 SH SOLE 65000 0 0 MOLINA HEALTHCARE INC COM 60855R100 13007 93097 SH SOLE 93097 0 0 NEVRO CORP COM 64157F103 13997 140000 SH SOLE 140000 0 0 SCHRODINGER INC COM 80810D103 6468 150000 SH SOLE 150000 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 8980 1000000 SH SOLE 1000000 0 0 TWIST BIOSCIENCE CORP COM 90184D100 11530 377040 SH SOLE 377040 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 7076 70000 SH SOLE 70000 0 0