0000919574-12-006269.txt : 20121114 0000919574-12-006269.hdr.sgml : 20121114 20121114112129 ACCESSION NUMBER: 0000919574-12-006269 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20120930 FILED AS OF DATE: 20121114 DATE AS OF CHANGE: 20121114 EFFECTIVENESS DATE: 20121114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INDUS CAPITAL PARTNERS, LLC CENTRAL INDEX KEY: 0001350879 IRS NUMBER: 134129229 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11627 FILM NUMBER: 121201931 BUSINESS ADDRESS: STREET 1: 888 SEVENTH AVENUE STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-909-2888 MAIL ADDRESS: STREET 1: 888 SEVENTH AVENUE STREET 2: 26TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 d1334341_13f-hr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F Cover Page Report for the Calendar Year or Quarter Ended September 30, 2012 Check here if Amendment: |_|; Amendment Number: ____ This Amendment (Check only one): |_| is a restatement |_| adds new holding entries. Institutional Manager Filing this Report: Name: Indus Capital Partners, LLC Address: 888 7th Avenue 26th Floor New York, New York 10019 Attention: Brian Guzman 13F File Number: 028-11627 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Brian Guzman Title: Partner / General Counsel Phone: (212) 909-2864 Signature, Place and Date of Signing: /s/ Brian Guzman New York, New York 11/14/2012 ----------------------- -------------------------- ---------------------- [Signature] [City, State] [Date] Report Type: (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report). [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting managers(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: NONE Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 1 Form 13F Information Table Entry Total: 34 Form 13F Information Table Value Total: $511,441 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. No. Form 13F File Number Name 1. 028-11626 Indus Partners, LLC ---- ---------------------- ------------------------------ FORM 13F INFORMATION TABLE
COL 1 COL 2 COL 3 COL 4 COL 5 COL 6 COL 7 COL 8 TITLE VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER OF CLASS CUSIP (X$1000) PRN AMT PRN CALL DISCRETION MGRS SOLE SHARED NONE -------------- --------- ------ --------- -------- --- ---- ---------- ----- ----- ------- ---- APPLE INC COM 037833100 10,007 15,000 PUT SHARED 1 0 15,000 0 ARCOS DORADOS HOLDINGS INC COM G0464B107 5,565 360,630 SHARED 1 0 360,630 0 AUTONAVI HLDGS LTD SPONSORED ADR 05330F106 18,605 1,620,618 SHARED 1 0 1,620,618 0 BAIDU INC SPON ADR REP A 056752108 2,770 23,696 SHARED 1 0 23,696 0 BANCO BRADESCO S A SP ADR PFD NEW 059460303 3,387 210,795 SHARED 1 0 210,795 0 CATERPILLAR INC DEL COM 149123101 10,325 120,000 PUT SHARED 1 0 120,000 0 CHINA CORD BLOOD CORP SHS G21107100 5,901 2,185,711 SHARED 1 0 2,185,711 0 CHINA MOBILE LIMITED CALL 16941M109 2,805 50,671 SHARED 1 0 50,671 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 3,867 229,100 SHARED 1 0 229,100 0 DESARROLLADORA HOMEX S A DE SPONSORED ADR 25030W100 3,879 284,402 SHARED 1 0 284,402 0 EMBRAER S A SP ADR REP 4 COM 29082A107 5,087 191,109 SHARED 1 0 191,109 0 FACEBOOK INC CL A 30303M102 27,075 1,250,000 CALL SHARED 1 0 1,250,000 0 FOCUS MEDIA HLDG LTD SPONSORED ADR 34415V109 7,796 333,171 SHARED 1 0 333,171 0 FOMENTO ECONOMICO MEXICANO S SPONSORED ADR UNITS 344419106 4,411 47,955 SHARED 1 0 47,955 0 GRUPO TELEVISA SA ADR 40049J206 3,378 143,700 SHARED 1 0 143,700 0 HESS CORP COM 42809H107 15,826 294,600 SHARED 1 0 294,600 0 HESS CORP COM 42809H107 39,216 730,000 CALL SHARED 1 0 730,000 0 INFOSYS LTD SPONSORED ADR 456788108 951 19,600 SHARED 1 0 19,600 0 INTERNATIONAL BUSINESS MACHS COM 459200101 18,878 91,000 PUT SHARED 1 0 91,000 0 ISHARES TR MSCI EAFE INDEX 464287465 48,230 910,000 CALL SHARED 1 0 910,000 0 ISHARES TR FTSE CHINA25 IDX 464287184 21,452 620,000 PUT SHARED 1 0 620,000 0 ITAU UNIBANCO HLDGS SA SPON ADR REP PFD 465562106 3,362 220,003 SHARED 1 0 220,003 0 ISHARES TR MSCI EMERG MKT 464287234 112,818 2,730,000 CALL SHARED 1 0 2,730,000 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 35,776 1,730,000 PUT SHARED 1 0 1,730,000 0 NETEASE INC SPONSORED ADR 64110W102 12,699 226,200 SHARED 1 0 226,200 0 NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 20,838 1,250,000 SHARED 1 0 1,250,000 0 NEXEN INC COM 65334H102 10,795 426,000 SHARED 1 0 426,000 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 4,679 204,000 SHARED 1 0 204,000 0 POTASH CORP SASK INC COM 73755L107 2,868 66,048 SHARED 1 0 66,048 0 SHANDA GAMES LTD SP ADR REPTG A 81941U105 878 232,974 SHARED 1 0 232,974 0 SINA CORP NOTE 82922RAB9 22,987 355,400 SHARED 1 0 355,400 0 SK TELECOM LTD SPONSORED ADR 78440P108 20,138 1,385,000 SHARED 1 0 1,385,000 0 TELEFONICA BRASIL SA SPONSORED ADR 87936R106 2,506 115,273 SHARED 1 0 115,273 0 TURQUOISE HILL RES LTD COM 900435108 1,686 198,811 SHARED 1 0 198,811 0