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 |
|
||||||||||||||||
| 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 | 31,308 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 22,915 | 77 | SH | SOLE | 77 | 0 | 0 | ||
| Boardwalk Pipeline Partners, LP | UT LTD PART | 096627104 | 21,302 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 27,467 | 1,510,000 | SH | SOLE | 1,510,000 | 0 | 0 | ||
| Calatlantic Group, Inc. | COM | 128195104 | 5,921 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| Facebook, Inc. | CLA | 30303M102 | 6,661 | 37,750 | SH | SOLE | 37,750 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 37,431 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 2,621 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 1,219 | 16,750 | SH | SOLE | 16,750 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 45,857 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| JP Morgan Chase & Co. | W EXP | 46634E114 | 10,297 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 29,409 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| KKR & Co. LP | COM | 48248M102 | 33,696 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 12,100 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 11,352 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 27,898 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Range Resources Corporation | COM | 75281A109 | 2,133 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Scripps Networks Interactive, Inc | COM | 811065101 | 18,357 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| Toll Brothers | COM | 889478103 | 21,177 | 441,000 | SH | SOLE | 441,000 | 0 | 0 | ||