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%

6 Positions as of 09/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
IHS INC CL A 92,013 New 794,307
EXPRESS SCRIPTS HLDG CO COM 152,640 New 1,800,000
KINDER MORGAN INC DEL COM 207,379 1,884 .92 4,906,053
TRANSDIGM GROUP INC COM 161,952 161,952 New 777,119
VALEANT PHARMACEUTICALS INTL I COM 218,421 New 1,368,040
SENSATA TECHNOLOGIES HLDG NV SHS 319,301 New 6,346,661