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) 1,130

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

Sector Weighting

Basic Materials
Capital Goods 41.85%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 8.09%
Financial
Healthcare 19.37%
Services 12.86%
Technology
Transportation
Utilities 17.83%

6 Positions as of 09/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
EXPRESS SCRIPTS HLDG CO COM 145,278 New 1,800,000
IHS INC CL A 91,449 New 794,307
KINDER MORGAN INC DEL COM 201,393 1,829 .92 4,906,053
SENSATA TECHNOLOGIES HLDG NV SHS 313,017 New 6,346,661
TRANSDIGM GROUP INC COM 159,721 159,721 New 777,119
VALEANT PHARMACEUTICALS INTL I COM 218,845 New 1,368,040