TESUJI PARTNERS LLC C/O ANDREW SCHAFFER Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 6
New Positions 1
Increased Positions 2
Decreased Positions 0
Positions with Activity 2
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,152

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

Sector Weighting

Basic Materials
Capital Goods 41.79%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 7.99%
Financial
Healthcare 18.97%
Services 13.25%
Technology
Transportation
Utilities 18.01%

2 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
KINDER MORGAN INC DEL COM 207,379 1,884 .92 4,906,053
TRANSDIGM GROUP INC COM 161,952 161,952 New 777,119