TESUJI PARTNERS, LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 8
New Positions 0
Increased Positions 1
Decreased Positions 3
Positions with Activity 4
Sold Out Positions 2
Total Mkt Value (in $ millions) 1,553

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

Sector Weighting

Basic Materials
Capital Goods 36.9%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 17.32%
Financial
Healthcare 20.11%
Services 25.67%
Technology 0%
Transportation
Utilities 0%

8 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
EQUINIX INC COM PAR $0.001 -167,782 Sold Out 0
EXPRESS SCRIPTS HLDG CO COM 161,478 New 1,800,000
IHS INC CL A 268,874 91,919 51.95 2,089,803
KINDER MORGAN INC DEL COM -100,470 Sold Out 0
NIELSEN N V COM 237,060 New 5,254,000
SENSATA TECHNOLOGIES HLDG NV SHS 396,150 -12,531 (3.07) 7,504,262
TRANSDIGM GROUP INC COM 176,802 New 777,119
VALEANT PHARMACEUTICALS INTL I COM 312,241 New 1,368,040


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