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 | 27,767 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 19,743 | 70 | SH | SOLE | 70 | 0 | 0 | ||
| Boardwalk Pipeline Partners, LP | UT LTD PART | 096627104 | 18,883 | 1,625,000 | SH | SOLE | 1,625,000 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 24,898 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
| Brighthouse Financial, Inc. | COM | 10922N103 | 1,603 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Discovery Inc. Class C | COM SER C | 25470F302 | 9,945 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
| Facebook, Inc. | CLA | 30303M102 | 11,465 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 30,880 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 2,763 | 34,101 | SH | SOLE | 34,101 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 2,461 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 39,151 | 177,500 | SH | SOLE | 177,500 | 0 | 0 | ||
| JP Morgan Chase & Co. | W EXP | 46634E114 | 3,964 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 23,966 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
| KKR & Co. LP | COM | 48248M102 | 36,405 | 1,465,000 | SH | SOLE | 1,465,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 11,973 | 113,000 | SH | SOLE | 113,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 9,826 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 27,491 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Range Resources Corporation | COM | 75281A109 | 9,369 | 560,000 | SH | SOLE | 560,000 | 0 | 0 | ||
| Toll Brothers | COM | 889478103 | 18,865 | 510,000 | SH | SOLE | 510,000 | 0 | 0 | ||