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 | 27,364 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 20,376 | 80 | SH | SOLE | 80 | 0 | 0 | ||
| Boardwalk Pipeline Partners, LP | UT LTD PART | 096627104 | 27,015 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 26,207 | 1,495,000 | SH | SOLE | 1,495,000 | 0 | 0 | ||
| Cabela's Inc. | COM | 126804301 | 7,635 | 128,500 | SH | SOLE | 128,500 | 0 | 0 | ||
| Calatlantic Group, Inc. | COM | 128195104 | 11,135 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| Facebook, Inc. | CLA | 30303M102 | 5,398 | 35,750 | SH | SOLE | 35,750 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 34,773 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 996 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 2,006 | 31,000 | SH | SOLE | 31,000 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 39,942 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| JP Morgan Chase & Co. | W EXP | 46634E114 | 7,795 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 25,592 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| KKR & Co. LP | COM | 48248M102 | 29,760 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 13,264 | 126,750 | SH | SOLE | 126,750 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 9,716 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 22,827 | 247,500 | SH | SOLE | 247,500 | 0 | 0 | ||
| Range Resources Corporation | COM | 75281A109 | 1,854 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Scripps Networks Interactive, Inc | COM | 811065101 | 28,349 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
| Toll Brothers | COM | 889478103 | 16,989 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
| Vistra Energy Corp. | COM | 92840M102 | 1,511 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||