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Lone Pine 13F 3Q 09 v 4Q 09

Stock Shares Held - 09/30/2009 Shares Held - 12/31/2009 Change in shares % Change
AAPL CALL 0 125,400 125,400 New
AAPL 3,091,318 2,525,541 (565,777) -18%
ACN CALL 0 1,600,000 1,600,000 New
ACN 0 8,708,237 8,708,237 New
ADSK 0 2,330,411 2,330,411 New
AMX 5,018,369 0 (5,018,369) -100%
ASR 390,800 347,986 (42,814) -11%
BAC 0 16,919,200 16,919,200 New
BAX 0 10,441,630 10,441,630 New
BPOP 10,301,242 18,607,489 8,306,247 81%
CISG 0 888,118 888,118 New
COH 3,255,340 0 (3,255,340) -100%
CTXS CALL 0 1,017,000 1,017,000 New
CTXS 1,324,364 3,656,401 2,332,037 176%
CVS 0 4,635,926 4,635,926 New
CX 14,398,618 0 (14,398,618) -100%
DIS 0 7,441,464 7,441,464 New
DISCA 5,457,110 6,096,538 639,428 12%
DPS 904,981 3,942,443 3,037,462 336%
EBAY 0 8,042,649 8,042,649 New
EDU 486,828 809,954 323,126 66%
EL 744,778 3,052,933 2,308,155 310%
ETFC 9,486,764 10,436,764 950,000 10%
FLIR 5,166,063 6,866,822 1,700,759 33%
FMX 971,694 0 (971,694) -100%
GLD CALL 3,453,500 2,323,500 (1,130,000) -33%
GMCR 3,803,287 3,803,287 0 0%
GR 2,100,365 4,117,998 2,017,633 96%
HBAN 7,300,000 0 (7,300,000) -100%
HBC 0 6,676,242 6,676,242 New
HPQ CALL 0 1,200,000 1,200,000 New
HPQ 9,849,811 8,529,811 (1,320,000) -13%
HSIC 2,596,883 2,783,983 187,100 7%
JPM 16,361,128 17,486,108 1,124,980 7%
KO 3,471,263 0 (3,471,263) -100%
LMDIA 4,615,098 0 (4,615,098) -100%
MA 1,195,615 0 (1,195,615) -100%
MCD 6,362,563 7,620,201 1,257,638 20%
MJN 0 1,278,236 1,278,236 New
MON 8,393,377 8,185,449 (207,928) -2%
MPEL 15,964,463 8,163,053 (7,801,410) -49%
MR 866,579 566,579 (300,000) -35%
MVL 0 350,518 350,518 New
MXB 4,668,255 4,586,985 (81,270) -2%
PAC 588,218 571,705 (16,513) -3%
PCLN 1,851,394 0 (1,851,394) -100%
PCP 1,461,411 1,320,855 (140,556) -10%
PM 1,104,953 0 (1,104,953) -100%
PROJ 2,002,352 1,782,796 (219,556) -11%
PTV 3,251,321 3,613,921 362,600 11%
QCOM CALL 0 830,000 830,000 New
QCOM 11,723,977 12,240,777 516,800 4%
SFD 8,162,139 5,482,182 (2,679,957) -33%
SHLD PUT 1,537,900 1,537,900 0 0%
SPLS 0 5,983,239 5,983,239 New
STRA 1,282,513 1,353,513 71,000 6%
SWN 5,048,827 1,988,979 (3,059,848) -61%
V 4,411,072 5,465,874 1,054,802 24%
VPRT 2,499,729 880,759 (1,618,970) -65%
WAG 4,076,420 7,679,875 3,603,455 88%
WFC 0 10,966,100 10,966,100 New
WLT 2,332,377 0 (2,332,377) -100%
YUM 0 6,534,659 6,534,659 New