The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 59,788 | 568,000 | SH | SOLE | 568,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 25,714 | 130 | SH | SOLE | 130 | 0 | 0 | ||
| Boardwalk Pipeline Partners, LP | UT LTD PART | 096627104 | 24,987 | 1,925,000 | SH | SOLE | 1,925,000 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 35,516 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
| Cabela's Inc. | COM | 126804301 | 39,721 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| Calatlantic Group, Inc. | COM | 128195104 | 18,960 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| DR Horton Inc. | COM | 23331A109 | 16,015 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 29,798 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 49,563 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| JP Morgan Chase & Co. | W EXP | 46634E114 | 3,672 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 37,967 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| KKR & Co. LP | COM | 48248M102 | 29,621 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 14,828 | 198,575 | SH | SOLE | 198,575 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 26,774 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 34,380 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Scripps Networks Interactive, Inc | COM | 811065101 | 35,887 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||