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) 1,762

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

Sector Weighting

Basic Materials
Capital Goods 34.07%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 9.96%
Financial
Healthcare 17.31%
Services 22.58%
Technology 9.65%
Transportation
Utilities 6.43%

8 Positions as of 12/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
EQUINIX INC COM PAR $0.001 170,073 170,073 New 656,323
EXPRESS SCRIPTS HLDG CO COM 157,320 New 1,800,000
IHS INC CL A 175,442 74,121 73.15 1,375,371
KINDER MORGAN INC DEL COM 113,300 -96,826 (46.08) 2,645,337
NIELSEN N V COM 240,476 240,476 New 5,254,000
SENSATA TECHNOLOGIES HLDG NV SHS 429,118 77,323 21.98 7,741,628
TRANSDIGM GROUP INC COM 171,184 New 777,119
VALEANT PHARMACEUTICALS INTL I COM 304,881 New 1,368,040