The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
Apple, Inc. | COM | 037833100 | 30,592 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
Berkshire Hathaway Inc. Class A | CLA | 084670108 | 19,528 | 90 | SH | SOLE | 90 | 0 | 0 | ||
Boardwalk Pipeline Partners, LP | UT LTD PART | 096627104 | 26,175 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
Brandywine Realty Trust | SH BEN | 105368203 | 27,720 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
Cabela's Inc. | COM | 126804301 | 29,035 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
Calatlantic Group, Inc. | COM | 128195104 | 16,520 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
Facebook, Inc. | CLA | 30303M102 | 1,029 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
FedEx Corporation | COM | 31428X106 | 27,017 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | ||
Federal Agric Mtg Corp | CLA | 313148108 | 65 | 1,800 | SH | SOLE | 1,800 | 0 | 0 | ||
Federal Agric Mtg Corp | CLC | 313148306 | 944 | 27,100 | SH | SOLE | 27,100 | 0 | 0 | ||
Goldman Sachs Group, Inc. | COM | 38141G104 | 35,139 | 236,500 | SH | SOLE | 236,500 | 0 | 0 | ||
JP Morgan Chase & Co. | W EXP | 46634E114 | 3,139 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
JP Morgan Chase & Co | COM | 46625H100 | 27,342 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
KKR & Co. LP | COM | 48248M102 | 20,361 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
Kansas City Southern | COM | 485170302 | 10,586 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | ||
Mastercard Inc. | CLA | 57636Q104 | 14,530 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
Polaris Industries, Inc. | COM | 731068102 | 29,556 | 361,500 | SH | SOLE | 361,500 | 0 | 0 | ||
Scripps Networks Interactive, Inc | COM | 811065101 | 30,201 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
Toll Brothers | COM | 889478103 | 6,997 | 260,000 | SH | SOLE | 260,000 | 0 | 0 |