GUERRILLA CAPITAL MANAGEMENT, L.L.C. Information

237 PARK AVENUE 9TH FLOOR, NEW YORK, New York, 10017, (212) 692-7692

Report Date: 09/30/2012

Position Statistics:

Total Positions 41
New Positions 6
Increased Positions 12
Decreased Positions 19
Positions with Activity 31
Sold Out Positions 3
Total Mkt Value
(in $ millions)
21

Sector Weighting

Basic Materials 34.16%
Capital Goods 0.38%
Conglomerates
Consumer Cyclical 3.87%
Consumer/Non-Cyclical 23.77%
Energy 1.49%
Financial
Healthcare 4.33%
Services 29.07%
Technology 2.92%
Transportation
Utilities

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

19 DECREASED Positions as of 09/30/2012

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
YONGYE INTL INC COM 4,796 -155 (3.13) 901,549
ZHONGPIN INC COM 2,851 -245 (7.9) 220,530
AMERICAN LORAIN CORP COM 2,144 -4 (0.18) 1,832,486
IMAX CORP COM 903 -172 (16.04) 31,412
SONIC AUTOMOTIVE INC CL A 785 -615 (43.9) 33,225
CHINA PHARMA HLDGS INC COM 442 -3 (0.75) 2,104,056
ASBURY AUTOMOTIVE GROUP INC COM 415 -397 (48.9) 9,991
PENSKE AUTOMOTIVE GRP INC COM 378 -195 (34.06) 11,615
LITHIA MTRS INC CL A 377 -951 (71.61) 7,138
QKL STORES INC COM PAR $0.001 131 (0.38) 32,978
LIHUA INTL INC COM 130 -6 (4.39) 21,807
CHINA SHENGDA PACKAGING GROUP COM 94 -12 (11.62) 75,311
CHINA GREEN AGRICULTURE INC COM 66 -68 (50.6) 23,180
GENERAL STEEL HOLDINGS INC COM 44 -2 (4.77) 41,885
TIANYIN PHARMACEUTICAL CO INC COM 28 -101 (78.2) 46,154
CHINANET ONLINE HLDGS INC COM 7 -19 (71.42) 12,404
CHINACAST ED CORP COM -30 Sold Out 0
EVER GLORY INTL GRP INC COM NEW -99 Sold Out 0
LENTUO INTL INC SPONSORED ADS -58 Sold Out 0