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 | 106,611 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| BBCN Bancorp, Inc. | COM | 073295107 | 7,543 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 41,585 | 203 | SH | SOLE | 203 | 0 | 0 | ||
| Boardwalk Pipeline Partners, LP | UT LTD PART | 096627104 | 16,628 | 1,145,200 | SH | SOLE | 1,145,200 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 45,418 | 3,420,000 | SH | SOLE | 3,420,000 | 0 | 0 | ||
| Cabela's Inc. | COM | 126804301 | 63,475 | 1,270,000 | SH | SOLE | 1,270,000 | 0 | 0 | ||
| California Resources Corporation | COM | 13057Q107 | 151 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| DR Horton Inc. | COM | 23331A109 | 20,930 | 765,000 | SH | SOLE | 765,000 | 0 | 0 | ||
| East West Bancorp, Inc. | COM | 27579R104 | 26,892 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 45,156 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 57,417 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| Google, Inc. | CLA | 38259P508 | 2,970 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| Google, Inc. | CLC | 38259P706 | 13,013 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| JP Morgan Chase & Co. | W EXP | 46634E114 | 3,836 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 47,940 | 707,500 | SH | SOLE | 707,500 | 0 | 0 | ||
| K12, Inc. | COM | 48273U102 | 6,325 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| KKR & Co. LP | COM | 48248M102 | 43,986 | 1,925,000 | SH | SOLE | 1,925,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 21,660 | 237,500 | SH | SOLE | 237,500 | 0 | 0 | ||
| Kelly Services, Inc. | CLA | 488152208 | 6,524 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| Kelly Services, Inc. | CLB | 488152307 | 184 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 35,522 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 43,692 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| Ryland Group Inc. | COM | 783764103 | 28,749 | 620,000 | SH | SOLE | 620,000 | 0 | 0 | ||
| Scripps Networks Interactive, Inc | COM | 811065101 | 49,028 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| The Fresh Market, Inc. | COM | 35804H106 | 11,709 | 364,300 | SH | SOLE | 364,300 | 0 | 0 | ||