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 | 26,540 | 118,500 | SH | SOLE | 118,500 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 15,592 | 50 | SH | SOLE | 50 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 22,346 | 1,475,000 | SH | SOLE | 1,475,000 | 0 | 0 | ||
| Customers Bancorp, Inc. | COM | 23204G100 | 12,029 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| Facebook, Inc. | CLA | 30303M102 | 17,274 | 97,000 | SH | SOLE | 97,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 19,798 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 5,365 | 73,000 | SH | SOLE | 73,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 4,491 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 36,576 | 176,500 | SH | SOLE | 176,500 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 20,596 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| KKR & Co. LP | CLA | 48251W104 | 23,292 | 867,500 | SH | SOLE | 867,500 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 20,617 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 6,789 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 20,638 | 234,500 | SH | SOLE | 234,500 | 0 | 0 | ||
| Toll Brothers | COM | 889478103 | 16,010 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||