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 | 28,512 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 21,430 | 78 | SH | SOLE | 78 | 0 | 0 | ||
| Boardwalk Pipeline Partners, LP | UT LTD PART | 096627104 | 24,696 | 1,680,000 | SH | SOLE | 1,680,000 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 26,497 | 1,515,000 | SH | SOLE | 1,515,000 | 0 | 0 | ||
| Calatlantic Group, Inc. | COM | 128195104 | 10,623 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
| Facebook, Inc. | CLA | 30303M102 | 6,151 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 33,837 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 2,182 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 1,163 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 42,694 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| JP Morgan Chase & Co. | W EXP | 46634E114 | 8,379 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 26,743 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| KKR & Co. LP | COM | 48248M102 | 32,528 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 13,042 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 11,296 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 23,542 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Range Resources Corporation | COM | 75281A109 | 3,816 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
| Scripps Networks Interactive, Inc | COM | 811065101 | 23,190 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
| Toll Brothers | COM | 889478103 | 18,247 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||