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 | 23,750 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 15,918 | 50 | SH | SOLE | 50 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 21,337 | 1,490,000 | SH | SOLE | 1,490,000 | 0 | 0 | ||
| Brighthouse Financial, Inc. | COM | 10922N103 | 3,669 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Cummins Inc. | COM | 231021106 | 2,142 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| Customers Bancorp, Inc. | COM | 23204G100 | 10,658 | 507,500 | SH | SOLE | 507,500 | 0 | 0 | ||
| Facebook, Inc. | CLA | 30303M102 | 18,528 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 22,330 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 4,504 | 70,600 | SH | SOLE | 70,600 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 4,069 | 56,000 | SH | SOLE | 56,000 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 36,112 | 176,500 | SH | SOLE | 176,500 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 19,565 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| KKR & Co. LP | CLA | 48251W104 | 22,490 | 890,000 | SH | SOLE | 890,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 18,882 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 7,275 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 19,614 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| Range Resources Corporation | COM | 75281A109 | 6,875 | 985,000 | SH | SOLE | 985,000 | 0 | 0 | ||
| Toll Brothers | COM | 889478103 | 16,296 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | ||