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) 1,680

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

Sector Weighting

Basic Materials
Capital Goods 35.77%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 9.57%
Financial
Healthcare 16.5%
Services 23.06%
Technology 8.64%
Transportation
Utilities 6.47%

5 Activity 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 431,828 77,811 21.98 7,741,628
NIELSEN N V COM 235,537 235,537 New 5,254,000
IHS INC CL A 160,726 67,903 73.15 1,375,371
EQUINIX INC COM PAR $0.001 145,126 145,126 New 656,323
KINDER MORGAN INC DEL COM 108,697 -92,893 (46.08) 2,645,337