Tesuji Partners Activity Q4 2003-Q3 2018

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Q3 2018

			Value		Shares		↓ Weighting
NLSN	Sell	NLSN	$249,193,000	-34.4%	9,009,144	-26.4%	14.42%	-32.0%
TDG	Sell	TDG	$197,156,000	-24.0%	529,563	-29.4%	11.41%	-21.1%
	Buy	SAF	$94,577,000	+344.7%	675,000	+285.7%	5.48%	+361.6%
	Buy	AIR	$84,767,000	+313.7%	675,000	+285.7%	4.91%	+329.3%

Q2 2018

			Value		Shares		↓ Weighting
ST	New	Sensata Technologies	$501,593,000	–	10,500,159	–	27.98%	–
NLSN	New	NLSN	$380,066,000	–	12,244,401	–	21.20%	–
TDG	New	TDG	$259,391,000	–	749,664	–	14.47%	–
SPGI	New	SPGI	$217,265,000	–	1,062,834	–	12.12%	–
FB	New	FB	$199,762,000	–	1,025,000	–	11.14%	–
GOOGL	New	GOOGL	$192,635,000	–	170,031	–	10.75%	–
	New	SAF	$21,267,000	–	175,000	–	1.19%	–
	New	AIR	$20,492,000	–	175,000	–	1.14%	–

Q4 2017

			Value		Shares		↓ Weighting
GOOGL	Exit	GOOGL	$0	–	-85,000	–	-8.05%	–
FB	Exit	FB	$0	–	-525,000	–	-8.73%	–
NLSN	Exit	NLSN	$0	–	-4,409,000	–	-17.78%	–
TDG	Exit	TDG	$0	–	-749,664	–	-18.65%	–
ST	Exit	Sensata Technologies	$0	–	-10,000,159	–	-46.78%	–

Q2 2017

			Value		Shares		↓ Weighting
ST	New	Sensata Technologies	$427,207,000	–	10,000,159	–	44.62%	–
TDG	New	TDG	$201,562,000	–	749,664	–	21.05%	–
NLSN	New	NLSN	$170,452,000	–	4,409,000	–	17.80%	–
FB	New	FB	$79,265,000	–	525,000	–	8.28%	–
GOOGL	New	GOOGL	$79,023,000	–	85,000	–	8.25%	–

Q4 2016

			Value		Shares		↓ Weighting
NLSN	Exit	NLSN	$0	–	-4,409,000	–	-18.86%	–
TDG	Exit	TDG	$0	–	-1,002,325	–	-23.15%	–
INFO	Exit	INFO	$0	–	-9,007,808	–	-27.02%	–
ST	Exit	Sensata Technologies	$0	–	-10,000,159	–	-30.97%	–

Q3 2016

			Value		Shares		↓ Weighting
INFO	New	INFO	$338,243,000	–	9,007,808	–	27.02%	–
IHS	Exit	IHS Inc	$0	–	-3,131,249	–	-22.93%	–
KMI	Exit	KMI	$0	–	-19,997,184	–	-23.71%	–

Q2 2016

			Value		Shares		↓ Weighting
KMI	New	KMI	$374,347,000	–	19,997,184	–	23.71%	–
IHS	New	IHS Inc	$362,004,000	–	3,131,249	–	22.93%	–
ST	New	Sensata Technologies	$348,906,000	–	10,000,159	–	22.10%	–
TDG	New	TDG	$264,303,000	–	1,002,325	–	16.74%	–
NLSN	New	NLSN	$229,136,000	–	4,409,000	–	14.51%	–

Q4 2015

			Value		Shares		↓ Weighting
TDG	Exit	TDG	$0	–	-777,119	–	-10.68%	–
EQIX	Exit	EQIX	$0	–	-632,377	–	-11.19%	–
VRX	Exit	VALENT PHARMACUETICALS	$0	–	-1,368,040	–	-15.82%	–
IHS	Exit	IHS Inc	$0	–	-2,239,996	–	-16.81%	–
NLSN	Exit	NLSN	$0	–	-7,129,000	–	-20.51%	–
ST	Exit	Sensata Technologies	$0	–	-8,710,110	–	-24.99%	–

Q3 2015

			Value		Shares		↓ Weighting
ST	Buy	Sensata Technologies	$386,206,000	-2.2%	8,710,110	+16.3%	24.99%	+7.3%
NLSN	New	NLSN	$317,027,000	–	7,129,000	–	20.51%	–
EQIX	New	EQIX	$172,892,000	–	632,377	–	11.19%	–
	Exit	EQIX	$0	–	-843,281	–	-12.64%	–
NLSN	Exit	NLSN	$0	–	-7,129,000	–	-18.83%	–

Q2 2015

			Value		Shares		↓ Weighting
ST	New	Sensata Technologies	$394,825,000	–	7,486,262	–	23.30%	–
NLSN	New	NLSN	$319,165,000	–	7,129,000	–	18.83%	–
VRX	New	VALENT PHARMACUETICALS	$303,910,000	–	1,368,040	–	17.93%	–
IHS	New	IHS Inc	$288,131,000	–	2,239,996	–	17.00%	–
	New	EQIX	$214,193,000	–	843,281	–	12.64%	–
TDG	New	TDG	$174,595,000	–	777,119	–	10.30%	–

Q4 2014

			Value		Shares		↓ Weighting
4945SC	Exit	Kinder Morgan Energy	$0	–	-1,033,019	–	-8.29%	–
KMR	Exit	Kinder Morgan Management	$0	–	-1,048,799	–	-8.50%	–
IHS	Exit	IHS Inc	$0	–	-794,307	–	-8.56%	–
ESRX	Exit	ESRX	$0	–	-1,800,000	–	-10.94%	–
	Exit	EQIX	$0	–	-634,900	–	-11.61%	–
TDG	Exit	TDG	$0	–	-777,119	–	-12.33%	–
VRX	Exit	VALENT PHARMACUETICALS	$0	–	-1,368,040	–	-15.45%	–
ST	Exit	Sensata Technologies	$0	–	-6,346,661	–	-24.32%	–

Q3 2014

			Value		Shares		↓ Weighting
TDG	New	TDG	$143,246,000	–	777,119	–	12.33%	–
KMR	Buy	Kinder Morgan Management	$98,744,000	+21.4%	1,048,799	+1.7%	8.50%	+4.6%

Q2 2014

			Value		Shares		↓ Weighting
ST	New	Sensata Technologies	$296,897,000	–	6,346,661	–	29.64%	–
VRX	New	VALENT PHARMACUETICALS	$172,537,000	–	1,368,040	–	17.22%	–
	New	EQIX	$133,386,000	–	634,900	–	13.32%	–
ESRX	New	ESRX	$124,794,000	–	1,800,000	–	12.46%	–
IHS	New	IHS Inc	$107,764,000	–	794,307	–	10.76%	–
4945SC	New	Kinder Morgan Energy	$84,924,000	–	1,033,019	–	8.48%	–
KMR	New	Kinder Morgan Management	$81,366,000	–	1,030,866	–	8.12%	–

Q4 2013

			Value		Shares		↓ Weighting
2108SC	Exit	El Paso Pipeline Partners	$0	–	-955,300	–	-3.68%	–
KMR	Exit	Kinder Morgan Management	$0	–	-976,998	–	-6.68%	–
4945SC	Exit	Kinder Morgan Energy	$0	–	-1,033,019	–	-7.52%	–
IHS	Exit	IHS Inc	$0	–	-794,307	–	-8.27%	–
EMC	Exit	EMC Corp	$0	–	-4,102,400	–	-9.56%	–
GOOGL	Exit	Google Inc	$0	–	-137,263	–	-11.01%	–
VRX	Exit	Valeant Pharmiceuticals	$0	–	-1,190,442	–	-11.32%	–
ST	Exit	Sensata Technologies	$0	–	-4,607,000	–	-16.07%	–
MA	Exit	Master Card Inc	$0	–	-422,401	–	-25.90%	–

Q3 2013

			Value		Shares		↓ Weighting
MA	Sell	Master Card Inc	$284,183,000	-17.9%	422,401	-29.9%	25.90%	-22.2%
VRX	New	Valeant Pharmiceuticals	$124,199,000	–	1,190,442	–	11.32%	–
IHS	Buy	IHS Inc	$90,694,000	+327.8%	794,307	+291.1%	8.27%	+305.4%
KMR	Buy	Kinder Morgan Management	$73,236,000	+22.6%	976,998	+36.7%	6.68%	+16.2%
QCOM	Exit	QualComm Inc	$0	–	-1,710,000	–	-10.04%	–

Q2 2013

			Value		Shares		↓ Weighting
MA	New	Master Card Inc	$346,079,000	–	602,401	–	33.28%	–
ST	New	Sensata Technologies	$160,784,000	–	4,607,000	–	15.46%	–
GOOGL	New	Google Inc	$120,842,000	–	137,263	–	11.62%	–
QCOM	New	QualComm Inc	$104,447,000	–	1,710,000	–	10.04%	–
EMC	New	EMC Corp	$96,899,000	–	4,102,400	–	9.32%	–
4945SC	New	Kinder Morgan Energy	$88,220,000	–	1,033,019	–	8.48%	–
KMR	New	Kinder Morgan Management	$59,748,000	–	714,774	–	5.74%	–
2108SC	New	El Paso Pipeline Partners	$41,718,000	–	955,300	–	4.01%	–
IHS	New	IHS Inc	$21,200,000	–	203,100	–	2.04%	–

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