TESUJI PARTNERS LLC C/O ANDREW SCHAFFER Information

118 WEST 57TH STREET, NEW YORK, New York, 10019, (212) 333-3353

Report Date: 12/31/2014

Position Statistics

Total Positions 8
New Positions 2
Increased Positions 4
Decreased Positions 1
Positions with Activity 5
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,760

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods 35.36%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 9.79%
Financial
Healthcare 16.36%
Services 22.65%
Technology 9.18%
Transportation
Utilities 6.66%

8 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SENSATA TECHNOLOGIES HLDG NV SHS 449,014 80,908 21.98 7,741,628
VALEANT PHARMACEUTICALS INTL I COM 287,863 New 1,368,040
NIELSEN N V COM 241,421 241,421 New 5,254,000
TRANSDIGM GROUP INC COM 173,321 New 777,119
IHS INC CL A 172,389 72,831 73.15 1,375,371
EQUINIX INC COM PAR $0.001 161,498 161,498 New 656,323
EXPRESS SCRIPTS HLDG CO COM 157,212 New 1,800,000
KINDER MORGAN INC DEL COM 117,294 -100,240 (46.08) 2,645,337


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