Iron Triangle Partners LP Quant / Systematic

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ISRG	INTUITIVE SURGICAL INC	94,459	$53,498	6.1%	$532.37	0.0%	COM NEW	46120E602
BSX	BOSTON SCIENTIFIC CORP	420,773	$40,121	4.6%	$98.04	0.0%	COM	101137107
WAT	WATERS CORP	105,167	$39,946	4.6%	$367.96	0.0%	COM	941848103
BRKR	BRUKER CORP	794,380	$37,423	4.3%	$42.23	0.0%	COM	116794108
VRTX	VERTEX PHARMACEUTICALS INC	76,910	$34,868	4.0%	$431.03	0.0%	COM	92532F100
FTRE	FORTREA HLDGS INC	1,986,333	$34,264	3.9%	$12.35	0.0%	COMMON STOCK	34965K107
MMSI	MERIT MED SYS INC	385,660	$33,992	3.9%	$85.11	0.0%	COM	589889104
TECH	BIO-TECHNE CORP	467,409	$27,488	3.1%	$60.72	0.0%	COM	09073M104
ATEC	ALPHATEC HLDGS INC	1,285,685	$27,051	3.1%	$18.51	0.0%	COM NEW	02081G201
NVST	ENVISTA HOLDINGS CORPORATION	1,186,704	$25,763	2.9%	$20.52	0.0%	COM	29415F104
UNH	UNITEDHEALTH GROUP INC	70,126	$23,149	2.6%	$337.21	0.0%	COM	91324P102
ABT	ABBOTT LABS	175,333	$21,967	2.5%	$127.30	0.0%	COM	002824100
BHVN	BIOHAVEN LTD	958,336	$10,820	1.2%	$12.39	0.0%	COM	G1110E107
XENE	XENON PHARMACEUTICALS INC	233,688	$10,474	1.2%	$42.00	0.0%	COM	98420N105
DNTH	DIANTHUS THERAPEUTICS INC	230,730	$9,508	1.1%	$38.77	0.0%	COM	252828108
MLYS	MINERALYS THERAPEUTICS INC	257,085	$9,330	1.1%	$40.10	0.0%	COM	603170101

Increased Positions (8)

CRL CHARLES RIV LABS INTL INC 8.7%

Value ($000) $75,748 (+80.6%) Shares 379,728 (+41.7%) Est. Cost $147.49 Unrealized +23.0%

JAZZ JAZZ PHARMACEUTICALS PLC 5.7%

Value ($000) $49,669 (+151.2%) Shares 292,170 (+94.8%) Est. Cost $136.18 Unrealized +12.6%

VCYT VERACYTE INC 4.7%

Value ($000) $41,274 (+147.9%) Shares 980,391 (+102.1%) Est. Cost $34.56 Unrealized +16.6%

RGEN REPLIGEN CORP 6.0%

Value ($000) $52,513 (+45.5%) Shares 320,474 (+18.7%) Est. Cost $127.01 Unrealized +23.3%

DOCS DOXIMITY INC 3.5%

Value ($000) $30,401 (+97.9%) Shares 686,568 (+226.9%) Est. Cost $54.87 Unrealized +2.3%

BKD BROOKDALE SR LIVING INC 4.3%

Value ($000) $37,675 (+56.7%) Shares 3,491,663 (+23.0%) Est. Cost $7.49 Unrealized +31.3%

IDYA IDEAYA BIOSCIENCES INC 1.8%

Value ($000) $16,161 (+120.0%) Shares 467,484 (+73.1%) Est. Cost $27.44 Unrealized +16.2%

AHCO ADAPTHEALTH CORP 3.0%

Value ($000) $25,986 (+50.9%) Shares 2,609,003 (+35.6%) Est. Cost $9.78 Unrealized -2.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CRL	CHARLES RIV LABS INTL INC	379,728 (+41.7%)	$75,748 (+80.6%)	8.7%	$147.49	+23.0%	COM	159864107
JAZZ	JAZZ PHARMACEUTICALS PLC	292,170 (+94.8%)	$49,669 (+151.2%)	5.7%	$136.18	+12.6%	SHS USD	G50871105
VCYT	VERACYTE INC	980,391 (+102.1%)	$41,274 (+147.9%)	4.7%	$34.56	+16.6%	COM	92337F107
RGEN	REPLIGEN CORP	320,474 (+18.7%)	$52,513 (+45.5%)	6.0%	$127.01	+23.3%	COM	759916109
DOCS	DOXIMITY INC	686,568 (+226.9%)	$30,401 (+97.9%)	3.5%	$54.87	+2.3%	CL A	26622P107
BKD	BROOKDALE SR LIVING INC	3,491,663 (+23.0%)	$37,675 (+56.7%)	4.3%	$7.49	+31.3%	COM	112463104
IDYA	IDEAYA BIOSCIENCES INC	467,484 (+73.1%)	$16,161 (+120.0%)	1.8%	$27.44	+16.2%	COM	45166A102
AHCO	ADAPTHEALTH CORP	2,609,003 (+35.6%)	$25,986 (+50.9%)	3.0%	$9.78	-2.4%	COMMON STOCK	00653Q102

Exited Positions (14)

DXCM DEXCOM INC 6.5%

Value ($000) $57,197 Shares 850,000 Est. Cost $79.14 Unrealized -18.3%

ABBV ABBVIE INC 5.3%

Value ($000) $46,383 Shares 200,326 Est. Cost $178.61 Unrealized +27.4%

MDT MEDTRONIC PLC 4.9%

Value ($000) $43,177 Shares 453,347 Est. Cost $84.41 Unrealized +15.1%

GKOS GLAUKOS CORP 3.2%

Value ($000) $27,956 Shares 342,804 Est. Cost $93.41 Unrealized +2.3%

THC TENET HEALTHCARE CORP 3.2%

Value ($000) $27,907 Shares 137,448 Est. Cost $131.69 Unrealized +53.5%

EXAS EXACT SCIENCES CORP 3.1%

Value ($000) $27,355 Shares 500,000 Est. Cost $50.47 Unrealized +59.1%

ADPT ADAPTIVE BIOTECHNOLOGIES COR 3.1%

Value ($000) $27,241 Shares 1,820,915 Est. Cost $8.49 Unrealized +92.2%

MDGL MADRIGAL PHARMACEUTICALS INC 3.1%

Value ($000) $26,776 Shares 58,378 Est. Cost $373.08 Unrealized +36.9%

GH GUARDANT HEALTH INC 2.9%

Value ($000) $24,992 Shares 400,000 Est. Cost $45.96 Unrealized +94.7%

CAH CARDINAL HEALTH INC 2.5%

Value ($000) $21,662 Shares 138,011 Est. Cost $127.22 Unrealized +47.6%

NBIX NEUROCRINE BIOSCIENCES INC 2.1%

Value ($000) $18,445 Shares 131,390 Est. Cost $135.50 Unrealized +6.9%

WST WEST PHARMACEUTICAL SVSC INC 2.1%

Value ($000) $18,363 Shares 70,000 Est. Cost $242.79 Unrealized +12.6%

FOLD AMICUS THERAPEUTICS INC 1.8%

Value ($000) $15,534 Shares 1,971,260 Est. Cost $7.12 Unrealized +38.0%

ARGX ARGENX SE 0.8%

Value ($000) $7,302 Shares 9,900 Est. Cost $615.00 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DXCM	DEXCOM INC	850,000	$57,197	6.5%	$79.14	-18.3%	—	252131107
ABBV	ABBVIE INC	200,326	$46,383	5.3%	$178.61	+27.4%	—	00287Y109
MDT	MEDTRONIC PLC	453,347	$43,177	4.9%	$84.41	+15.1%	—	G5960L103
GKOS	GLAUKOS CORP	342,804	$27,956	3.2%	$93.41	+2.3%	—	377322102
THC	TENET HEALTHCARE CORP	137,448	$27,907	3.2%	$131.69	+53.5%	—	88033G407
EXAS	EXACT SCIENCES CORP	500,000	$27,355	3.1%	$50.47	+59.1%	—	30063P105
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	1,820,915	$27,241	3.1%	$8.49	+92.2%	—	00650F109
MDGL	MADRIGAL PHARMACEUTICALS INC	58,378	$26,776	3.1%	$373.08	+36.9%	—	558868105
GH	GUARDANT HEALTH INC	400,000	$24,992	2.9%	$45.96	+94.7%	—	40131M109
CAH	CARDINAL HEALTH INC	138,011	$21,662	2.5%	$127.22	+47.6%	—	14149Y108
NBIX	NEUROCRINE BIOSCIENCES INC	131,390	$18,445	2.1%	$135.50	+6.9%	—	64125C109
WST	WEST PHARMACEUTICAL SVSC INC	70,000	$18,363	2.1%	$242.79	+12.6%	—	955306105
FOLD	AMICUS THERAPEUTICS INC	1,971,260	$15,534	1.8%	$7.12	+38.0%	—	03152W109
ARGX	ARGENX SE	9,900	$7,302	0.8%	$615.00	—	—	04016X101

Decreased Positions (3)

CVS CVS HEALTH CORP 3.9%

Value ($000) $34,320 (-42.9%) Shares 432,457 (-45.8%) Est. Cost $64.41 Unrealized +22.2%

BTSG BRIGHTSPRING HEALTH SVCS INC 3.8%

Value ($000) $33,609 (-8.2%) Shares 897,427 (-27.5%) Est. Cost $20.22 Unrealized +65.9%

LLY ELI LILLY & CO 4.3%

Value ($000) $37,662 (-0.4%) Shares 35,045 (-29.3%) Est. Cost $742.24 Unrealized +28.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CVS	CVS HEALTH CORP	432,457 (-45.8%)	$34,320 (-42.9%)	3.9%	$64.41	+22.2%	COM	126650100
BTSG	BRIGHTSPRING HEALTH SVCS INC	897,427 (-27.5%)	$33,609 (-8.2%)	3.8%	$20.22	+65.9%	COM	10950A106
LLY	ELI LILLY & CO	35,045 (-29.3%)	$37,662 (-0.4%)	4.3%	$742.24	+28.7%	COM	532457108