TESUJI PARTNERS LLC C/O ANDREW SCHAFFER Information

375 WEST END AVENUE APT. 2AB, NEW YORK, New York, 10024, (212) 333-3353

Report Date: 06/30/2014

Position Statistics

Total Positions 9
New Positions 0
Increased Positions 1
Decreased Positions 3
Positions with Activity 4
Sold Out Positions 3
Total Mkt Value (in $ millions) 921

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

Sector Weighting

Basic Materials
Capital Goods 34.13%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 23.08%
Financial
Healthcare 17.39%
Services 14.67%
Technology 0%
Transportation
Utilities 10.74%

3 DECREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
E M C CORP MASS COM -195,529 Sold Out 0
GOOGLE INC CL C -79,319 Sold Out 0
GOOGLE INC CL A -80,727 Sold Out 0