0001172661-22-000921.txt : 20220214 0001172661-22-000921.hdr.sgml : 20220214 20220214172743 ACCESSION NUMBER: 0001172661-22-000921 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 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: 22635180 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 12-31-2021 12-31-2021 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 02-14-2022 0 25 717680 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 33850 250000 SH SOLE 250000 0 0 ACADIA HEALTHCARE COMPANY IN COM 00404A109 38374 632189 SH SOLE 632189 0 0 ADAPTHEALTH CORP COMMON STOCK 00653Q102 17122 700000 SH SOLE 700000 0 0 ALIGN TECHNOLOGY INC COM 016255101 26287 40000 SH SOLE 40000 0 0 CATALENT INC COM 148806102 40542 316661 SH SOLE 316661 0 0 CHARLES RIV LABS INTL INC COM 159864107 26375 70000 SH SOLE 70000 0 0 CONMED CORP COM 207410101 21232 149777 SH SOLE 149777 0 0 DAVITA INC COM 23918K108 51192 450000 SH SOLE 450000 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 47764 1060000 SH SOLE 1060000 0 0 GUARDANT HEALTH INC COM 40131M109 44034 440255 SH SOLE 440255 0 0 HOLOGIC INC COM 436440101 21437 280000 SH SOLE 280000 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 25590 237470 SH SOLE 237470 0 0 ICON PLC SHS G4705A100 34067 110000 SH SOLE 110000 0 0 ICU MED INC COM 44930G107 27177 114506 SH SOLE 114506 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 15711 50000 SH SOLE 50000 0 0 MOLINA HEALTHCARE INC COM 60855R100 31138 97893 SH SOLE 97893 0 0 NANOSTRING TECHNOLOGIES INC COM 63009R109 31673 750000 SH SOLE 750000 0 0 NEVRO CORP COM 64157F103 34233 422260 SH SOLE 422260 0 0 ORION ACQUISITION CORP UNIT 02/19/2026 68626A207 9911 1006229 SH SOLE 1006229 0 0 SOMALOGIC INC CLASS A COM 83444K105 16730 1437246 SH SOLE 1437246 0 0 STEREOTAXIS INC COM NEW 85916J409 11326 1826728 SH SOLE 1826728 0 0 SURGERY PARTNERS INC COM 86881A100 29039 543696 SH SOLE 543696 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 16014 24000 SH SOLE 24000 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 36734 170000 SH SOLE 170000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 30128 60000 SH SOLE 60000 0 0