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) 1,667

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

Sector Weighting

Basic Materials
Capital Goods 36.48%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 9.16%
Financial
Healthcare 16.23%
Services 22.55%
Technology 9.04%
Transportation
Utilities 6.55%

8 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
KINDER MORGAN INC DEL COM 109,173 -93,300 (46.08) 2,645,337
EXPRESS SCRIPTS HLDG CO COM 148,284 New 1,800,000
EQUINIX INC COM PAR $0.001 150,774 150,774 New 656,323
IHS INC CL A 152,694 64,510 73.15 1,375,371
TRANSDIGM GROUP INC COM 169,311 New 777,119
NIELSEN N V COM 227,656 227,656 New 5,254,000
VALEANT PHARMACEUTICALS INTL I COM 270,653 New 1,368,040
SENSATA TECHNOLOGIES HLDG NV SHS 438,950 79,095 21.98 7,741,628