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 7
New Positions 1
Increased Positions 2
Decreased Positions 0
Positions with Activity 2
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,120

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

Sector Weighting

Basic Materials
Capital Goods 41.75%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 18.59%
Financial
Healthcare 17.41%
Services 13.03%
Technology
Transportation
Utilities 9.21%

7 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
TRANSDIGM GROUP INC COM 151,414 151,414 New 777,119
IHS INC CL A 102,339 New 794,307
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 103,147 New 1,033,019
KINDER MORGAN MANAGEMENT LLC SHS 105,939 1,811 1.74 1,048,799
VALEANT PHARMACEUTICALS INTL I COM 195,028 New 1,368,040
EXPRESS SCRIPTS HLDG CO COM 145,998 New 1,800,000
SENSATA TECHNOLOGIES HLDG NV SHS 316,254 New 6,346,661