13F-HR 1 d386453d13fhr.txt 13F-HR ================================================================================ UNITED STATES SECURITIES AND EXCHANGE COMMISION Washington, D.C. 20549 Form 13F Form 13F Cover Page Report for the Calendar Year or Quarter Ended: June 30, 2012 ------------- Check here if Amendment [ ]; Amendment Number: ------ This Amendment (Check only one.) [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Triangle Peak Partners, LP Address: PO Box 3788 Carmel Plaza, Suite 305 (Ocean & Mission Streets) Carmel, CA 93921 Form 13F File Number: 28-14694 The institutional investment manager filing this report and the person by whom it is signed hereby represents the person signing the report is authorized to submit it, that all information contained herein is true, correct, and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Scott M. Bilyeu Title: Chief Compliance Officer Phone: 831-293-8438 Signature, Place, and Date of Signing: /s/ Scott M. Bilyeu Carmel, CA August 3, 2012 -------------------- ------------- -------------------- [Signature] [City, State] [Date]

Report Type (Check only one.): [X] 13F Holdings Report. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F Notice. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting managers(s).) [ ] 13F Combination Report. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) ================================================================================ FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ----------------- Form 13F Information Table Entry Total: 70 ----------------- Form 13F Information Table Value Total: 57,405 ----------------- (thousands)

List of Other Included Managers: NONE FORM 13F INFORMATION TABLE

PLUM CREEK TIMBER CO INC COM 729251108 940 23678 SH Sole 20749 2929 RAYONIER INC COM 754907103 1040 23170 SH Sole 20353 2817 REYNOLDS AMERICAN INC COM 761713106 233 5200 SH Sole 4449 751 ROGERS COMMUNICATIONS INC CL B 775109200 236 6524 SH Sole 5696 828 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1036 29785 SH Sole 26354 3431 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 626 16466 SH Sole 14007 2459 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 1174 17683 SH Sole 15271 2412 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 402 11280 SH Sole 9971 1309 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2074 72194 SH Sole 64347 7847 STATE STR CORP COM 857477103 286 6402 SH Sole 5571 831 TJX COS INC NEW COM 872540109 329 7672 SH Sole 6844 828 UNITED TECHNOLOGIES CORP COM 913017109 248 3280 SH Sole 2864 416 VANGUARD INTL EQUITY INDEX F MSCI EMR MKT ETF 922042858 7321 183345 SH Sole 159822 23523 VANGUARD INTL EQUITY INDEX F MSCI PAC ETF 922042866 4508 89947 SH Sole 73208 16739 VANGUARD INTL EQUITY INDEX F MSCI EUROPE ETF 922042874 7963 185919 SH Sole 145488 40431 WATERS CORP COM 941848103 230 2900 SH Sole 2529 371 WELLS FARGO & CO NEW COM 949746101 283 8473 SH Sole 7363 1110 WESTERN DIGITAL CORP COM 958102105 208 6816 SH Sole 5945 871 REPORT SUMMARY 70 57405

TRIANGLE PEAK PARTNERS, LP 13F-HR