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 | 30,524 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 17,946 | 83 | SH | SOLE | 83 | 0 | 0 | ||
| Boardwalk Pipeline Partners, LP | UT LTD PART | 096627104 | 25,740 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 24,211 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | ||
| Cabela's Inc. | COM | 126804301 | 22,521 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
| Calatlantic Group, Inc. | COM | 128195104 | 14,379 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| Facebook, Inc. | CLA | 30303M102 | 1,475 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 30,569 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 142 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 1,225 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 31,851 | 197,500 | SH | SOLE | 197,500 | 0 | 0 | ||
| JP Morgan Chase & Co. | W EXP | 46634E114 | 3,818 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 22,974 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| KKR & Co. LP | COM | 48248M102 | 23,529 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 7,932 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 9,668 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 26,717 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
| Scripps Networks Interactive, Inc | COM | 811065101 | 29,999 | 472,500 | SH | SOLE | 472,500 | 0 | 0 | ||
| Toll Brothers | COM | 889478103 | 8,659 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||