TESUJI PARTNERS LLC C/O ANDREW SCHAFFER Information

375 WEST END AVENUE APT. 2AB, NEW YORK, New York, 10024, (212) 333-3353

Report Date: 06/30/2014

Position Statistics

Total Positions 9
New Positions 0
Increased Positions 1
Decreased Positions 3
Positions with Activity 4
Sold Out Positions 3
Total Mkt Value (in $ millions) 853

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

Sector Weighting

Basic Materials
Capital Goods 32.51%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 22.41%
Financial
Healthcare 19.27%
Services 14.92%
Technology 0%
Transportation
Utilities 10.88%

9 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
E M C CORP MASS COM -179,262 Sold Out 0
GOOGLE INC CL A -71,784 Sold Out 0
GOOGLE INC CL C -70,165 Sold Out 0
IHS INC CL A 98,280 New 794,307
KINDER MORGAN MANAGEMENT LLC SHS 92,994 1,707 1.87 1,030,866
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 92,879 New 1,033,019
VALEANT PHARMACEUTICALS INTL I COM 164,452 New 1,368,040
EXPRESS SCRIPTS HLDG CO COM 127,332 New 1,800,000
SENSATA TECHNOLOGIES HLDG NV SHS 277,413 New 6,346,661