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 | 38,147 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 21,345 | 100 | SH | SOLE | 100 | 0 | 0 | ||
| Boardwalk Pipeline Partners, LP | UT LTD PART | 096627104 | 27,564 | 1,870,000 | SH | SOLE | 1,870,000 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 27,008 | 1,925,000 | SH | SOLE | 1,925,000 | 0 | 0 | ||
| Cabela's Inc. | COM | 126804301 | 32,866 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| Calatlantic Group, Inc. | COM | 128195104 | 16,209 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 30,917 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 42 | 1,110 | SH | SOLE | 1,110 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 40,030 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
| JP Morgan Chase & Co. | W EXP | 46634E114 | 2,744 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 29,018 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | ||
| KKR & Co. LP | COM | 48248M102 | 24,239 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 16,236 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 20,979 | 222,000 | SH | SOLE | 222,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 33,483 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| Scripps Networks Interactive, Inc | COM | 811065101 | 33,569 | 512,500 | SH | SOLE | 512,500 | 0 | 0 | ||
| Toll Brothers | COM | 889478103 | 3,689 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||