Summary of JANA Partners 13F; New Stakes in AAPL, CROX, RAI, MSFT, MF, FMCN, Ups Stake in CSCO, FCX

May 15, 2008 12:16 PM EDT

Summary of JANA Partners 13F for the quarter ended March 31, 2008, compared to the quarter ended December 31, 2007.

• New Positions:
  Actuate (Nasdaq: ACTU) new 3,705,583 share stake
  Amazon.com (Nasdaq: AMZN) new 250,000 share stake through puts
  American International Group (NYSE: AIG) new 200,000 share stake through calls
  Apple (Nasdaq: AAPL) new 350,000 stake through calls
  Arris Group (Nasdaq: ARRS) new 1,900,000 share stake
  Arthorocare (Nasdaq: ARTC) new 494,979 share stake
  Calpine (NYSE: CPN) new 10,204,327 share stake
  Citigroup (NYSE: C) new 1,000,000 share stake through puts
  Commercial Metals (NYSE: CMC) new 2,890,314 share stake
  CONSOL Energy (NYSE: CNX) new 814,927 share stake
  Crocs (Nasdaq: CROX) new 780,156 share stake
  Diana Shipping (NYSE: DSX) new 200,000 share stake
  DryShips (Nasdaq: DRYS) new 194,415 share stake
  Focus Media (Nasdaq: FMCN) new 3,056,132 share stake
  Forestar Real Estate Group (NYSE: FOR) new 673,317 share stake
  Frontier Oil (NYSE: FTO) new 384,600 share stake
  Garmin (Nasdaq: GRMN) new 300,000 share stake
  General Motors (NYSE: GM) new 100,000 share stake through calls
  Gigamedia (Nasdaq: GIGM) new 663,728 share stake
  Health Net (NYSE: HNT) new 2,123,262 share stake
  Hilltop Holdings (NYSE: HTH) new 460,00 share stake
  i2 Technologies (Nasdaq: ITWO) new 639,422 share stake
  ICT Group (Nasdaq: ICTG) new 318,981 share stake
  Idearc (NYSE: IAR) new 2,250,000 share stake
  IHOP Corp. (NYSE: IHP) new 464,100 share stake
  Interactive Brokers Group (Nasdaq: IBKR) new 135,100 share stake
  Inverness (AMEX: IMA) new 500,000 share stake
  KHD Humboldt Wedag (NYSE: KHD) new 215,000 share stake
  LAM Research (Nasdaq: LRCX) new 400,000 share stake
  Lehman Brothers (NYSE: LEH) new 500,000 share stake
  M&F Worldwide (NYSE: MFW) new 265,300 share stake
  MF Global (NYSE: MF) new 5,601,044 share stake
  Microsoft (Nasdaq: MSFT) new 3,140,200 share stake
  MicroStrategy (Nasdaq: MSTR) new 38,417 share stake
  National Oilwell Varco (NYSE: NOV) new 2,413,814 share stake
  NutriSystem (Nasdaq: NTRI) new 100,000 share stake
  Office Depot (NYSE: ODP) new 1,039,600 share stake
  Omnicare (NYSE: OCR) new 9,041,897 share stake
  ON Semiconductor (Nasdaq: ONNN) new 1,500,000 share stake
  Oracle (Nasdaq: ORCL) new 7,362,600 share stake
  Orion Marine Group (Nasdaq: OMGI) new 1,970,240 share stake
  Parker Drilling (NYSE: PKD) new 780,000 share stake
  JC Penney (NYSE: JCP) new 47,800 share stake
  Quicksilver Resources (NYSE: KWK) new 550,000 share stake
  Redwood Trust (NYSE: RWT) new 450,100 share stake
  Research In Motion (Nasdaq: RIMM) new 1,000,000 share stake through puts
  Reynolds American (NYSE: RAI) new 1,145,167 share stake
  Rock-Tenn (NYSE: RKT) new 150,000 share stake
  SanDisk (Nasdaq: SNDK) new 950,000 share stake
  Shire plc (Nasdaq: SHPGY) new 413,575 share stake
  SLM Corp. (NYSE: SLM) new 1,600,000 share stake
  Taiwan Semiconductor (NYSE: TSM) new 3,000,000 share stake
  Temple Inland (NYSE: TIN) new 500,000 share stake
  Titanium Metals (NYSE: TIE) new 284,300 share stake
  Transocean (NYSE: RIG) new 330,000 share stake
  Triple-S Management (NYSE: GTS) new 383,200 share stake
  Tyco Electronics (NYSE: TEL) new 1,852,930 share stake
  Union Pacific (NYSE: UNP) new 281,000 share stake
  URS Corp. (NYSE: URS) new 106,600 share stake
  US Airways (Nasdaq: UAUA) new 500,000 share stake
  Valeant Pharmaceuticals (NYSE: VRX) new 1,817,300 share stake
  Valero Energy (NYSE: VLO) new 1,160,000 share stake
  Wells Fargo (NYSE: WFC) new 1,000,000 share stake through puts
  Williams Companies (NYSE: WMB) new 4,113,808 share stake
  Wyeth (NYSE: WYE) new 2,086,000 share stake
  
  
• Raised Positions:
  AK Steel (NYSE: AKS) from 606,261 to 806,261 shares
  American Italian Pasta (OTC: AITP) from 2,627,723 to 2,769,223 shares
  Armstrong World Industries (NYSE: AWI) from 100,000 to 264,600 shares
  Cisco Systems (Nasdaq: CSCO) from 1,500,000 to 3,500,000 shares
  CNet Networks (Nasdaq: CNET) from 10,267,347 to 16,595,492 shares
  Coleman Cable (Nasdaq: CCIX) from 2,500,000 to 2,734,558 shares
  Commscope (NYSE: CTV) from 963,975 to 4,860,288 shares
  Comstock Resources (NYSE: CRK) from 607,600 to 850,000 shares
  Convergys (NYSE: CVG) from 6,111,701 to 6,336,192 shares
  Copart (Nasdaq: CPRT) from 4,490,540 to 6,848,172 shares
  Corel Corp. (Nasdaq: CREL) from 1,172,599 to 1,255,274 shares
  Delta Air Lines (NYSE: DAL) from 112,466 to 1,112,466 shares
  Freeport-McMoRan (NYSE: FCX) from 746,700 to 1,177,625 shares
  Goodyear Tire & Rubber (NYSE: GT) from 500,000 to 1,300,000 shares
  Haynes Int'l (Nasdaq: HAYN) from 75,000 to 224,063 shares
  Hess Corp. (NYSE: HES) from 2,337,721 to 2,868,540 shares
  KBR Inc. (NYSE: KBR) from 8,385,417 to 13,600,634 shares and 150,000 shares through calls
  NBTY (NYSE: NTY) from 430,544 to 825,000 shares
  Zimmer Holdings (NYSE: ZMH) from 1,332,395 to 1,537,930 shares
  
  
• Lowered Positions:
  Alcoa (NYSE: AA) from 1,000,000 to 300,000 shares
  Allegheny Technologies (NYSE: ATI) from 120,000 to 0 shares
  Anadarko Petroleum (NYSE: APC) from 4,311,709 to 4,005,265 shares
  Axcan Pharma (Nasdaq: AXCA) from 167,542 to 0 shares
  BEA Systems (Nasdaq: BEAS) from 5,748,483 to 0 shares
  Carrizo Oil & Gas (Nasdaq: CRZO) from 428,397 to 0 shares
  Comfort Systems USA (NYSE: FIX) from 340,000 to 0 shares
  CSX Corp. (NYSE: CSX) from 6,598,392 to 827,657 shares
  DaVita (NYSE: DVA) from 2,311,117 to 614,666 shares
  EMCOR Group (NYSE: EME) from 885,000 to 0 shares
  Equitable Resources (NYSE: EQT) from 2,248,071 to 2,109,833 shares
  Forest Labs (NYSE: FRX) from 1,832,086 to 0 shares
  Forest Oil (NYSE: FST) from 2,701,815 to 1,747,641 shares
  GenTek (Nasdaq: GETI) from 415,807 to 0 shares
  GMX Resources (Nasdaq: GMXR) from 579,677 to 0 shares
  Great Atlantic & Pacific Tea Company (NYSE: GAP) from 1,339,522 to 0 shares
  Holly Corp. (NYSE: HOC) from 335,000 to 0 shares
  infoUSA (Nasdaq: IUSA) from 1,517,668 to 600,198 shares
  Ingersoll-Rand (NYSE: IR) from 2,922,537 to 200,000 shares and 508,200 shares through calls
  Innophos Holdings (Nasdaq: IPHS) from 460,000 to 0 shares
  JMP Group (NYSE: JMP) from 143,333 to 0 shares
  Kansas City Southern (NYSE: KSU) from 2,818,687 to 1,850,245 shares
  Maximus (NYSE: MMS) from 1,097,206 to 775,000 shares
  Macy's (NYSE: M) from 250,000 to 0 shares
  Merck (NYSE: MRK) from 2,366,429 to 0 shares
  Mirant (NYSE: MIR) from 6,016,394 to 0 shares
  Northwest Airlines (NYSE: NWA) from 1,141,006 to 144,881 shares
  Newmarket (NYSE: NEU) from 200,000 to 0 shares
  Nucor (NYSE: NUE) from 950,000 to 339,575 shares
  RCN Corp. (Nasdaq: RCNI) from 997,300 to 585,409 shares
  Yahoo! (Nasdaq: YHOO) from 1,250,000 to 500,000 shares
  Rowan Companies (NYSE: RDN) from 210,000 to 0 shares
  SAIC (NYSE: SAI) from 1,058,629 to 0 shares
  Sandridge Energy (NYSE: SD) from 125,000 to 0 shares
  Scientific Games (Nasdaq: SGMS) from 1,987,253 to 0 shares
  Starwood Hotels & Resorts (NYSE: HOT) from 500,000 to 0 shares
  Superior Essex (Nasdaq: SPSX) from 567,748 to 0 shares
  TD Ameritrade (Nasdaq: AMTD) from 344,116 to 0 shares
  Tejon Ranch (NYSE: TRC) from 438,432 to 0 shares
  Trinity Industries (NYSE: TRN) from 640,519 to 0 shares
  Williams Companies (NYSE: WMB) from 4,559,241 to 4,113,808 shares
  Websense (Nasdaq: WBSN) from 492,011 to 0 shares
  
  
• Maintained Positions:
  Arcadia Resources (NYSE: KAD) 15,235,396 shares
  NRG Energy (NYSE: NRG) 2,598,200 shares
  PRG-Schultz Int'l (Nasdaq: PRGX) 2,125,000 shares
  QLT Inc. (Nasdaq: QLTI) 3,577,269 shares
  ULURU (NYSE: URU) 6,064,721 shares

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• JANA Partners LLC
• Barry Rosenstein
• Citi
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