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) 914

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

Sector Weighting

Basic Materials
Capital Goods 34.11%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical
Energy 23.14%
Financial
Healthcare 17.48%
Services 14.53%
Technology 0%
Transportation
Utilities 10.74%

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 -194,471 Sold Out 0
GOOGLE INC CL C -78,130 Sold Out 0
GOOGLE INC CL A -79,656 Sold Out 0
KINDER MORGAN ENERGY PARTNERS UT LTD PARTNER 98,230 New 1,033,019
KINDER MORGAN MANAGEMENT LLC SHS 99,530 1,827 1.87 1,030,866
IHS INC CL A 112,045 New 794,307
EXPRESS SCRIPTS HLDG CO COM 132,876 New 1,800,000
VALEANT PHARMACEUTICALS INTL I COM 159,869 New 1,368,040
SENSATA TECHNOLOGIES HLDG NV SHS 311,875 New 6,346,661