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 |
| Amazon | COM | 023135106 | 13,417 | 3,900 | SH | SOLE | 3,900 | 0 | 0 | ||
| Apple, Inc. | COM | 037833100 | 18,832 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 16,744 | 40 | SH | SOLE | 40 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 18,509 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| East West Bancorp, Inc. | COM | 27579R104 | 12,259 | 171,000 | SH | SOLE | 171,000 | 0 | 0 | ||
| Facebook, Inc. | CLA | 30303M102 | 32,163 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 38,186 | 128,000 | SH | SOLE | 128,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 7,308 | 80,750 | SH | SOLE | 80,750 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 11,359 | 114,850 | SH | SOLE | 114,850 | 0 | 0 | ||
| Federal National Mortgage Association | COM | 313586109 | 1,860 | 1,192,600 | SH | SOLE | 1,192,600 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 55,981 | 147,500 | SH | SOLE | 147,500 | 0 | 0 | ||
| Interface, Inc. | COM | 458665304 | 13,961 | 912,500 | SH | SOLE | 912,500 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 17,109 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| KKR & Co. LP | CLA | 48251W104 | 19,253 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 18,490 | 65,250 | SH | SOLE | 65,250 | 0 | 0 | ||
| Madison Square Garden Entertainment Corp. | CLA | 55826T102 | 4,912 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 4,381 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| Pfizer Inc. | COM | 717081103 | 10,573 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 26,844 | 196,000 | SH | SOLE | 196,000 | 0 | 0 | ||
| QUALCOMM Incorporated | COM | 747525103 | 18,009 | 126,000 | SH | SOLE | 126,000 | 0 | 0 | ||
| Vistra Energy | COM | 92840M102 | 5,797 | 312,500 | SH | SOLE | 312,500 | 0 | 0 | ||