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 | 14,838 | 4,450 | SH | SOLE | 4,450 | 0 | 0 | ||
| Apple, Inc. | COM | 037833100 | 18,645 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 18,026 | 40 | SH | SOLE | 40 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 17,782 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
| Canadian Pacific Railway Limited | COM | 13645T100 | 5,706 | 79,310 | SH | SOLE | 79,310 | 0 | 0 | ||
| Corteva, Inc. | COM | 22052L104 | 898 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
| East West Bancorp, Inc. | COM | 27579R104 | 12,786 | 162,500 | SH | SOLE | 162,500 | 0 | 0 | ||
| Facebook, Inc. | CLA | 30303M102 | 31,112 | 92,500 | SH | SOLE | 92,500 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 33,882 | 131,000 | SH | SOLE | 131,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 8,902 | 77,412 | SH | SOLE | 77,412 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 12,393 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 56,809 | 148,500 | SH | SOLE | 148,500 | 0 | 0 | ||
| Interface, Inc. | COM | 458665304 | 15,232 | 955,000 | SH | SOLE | 955,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 16,627 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| KKR & Co. LP | CLA | 48251W104 | 17,880 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| Madison Square Garden Entertainment Corp. | CLA | 55826T102 | 15,475 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 3,773 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| Park Hotels & Resorts Inc. | COM | 700517105 | 11,139 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
| Pfizer Inc. | COM | 717081103 | 12,991 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 23,246 | 211,500 | SH | SOLE | 211,500 | 0 | 0 | ||
| QUALCOMM Incorporated | COM | 747525103 | 18,287 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Vistra Energy | COM | 92840M102 | 8,858 | 389,000 | SH | SOLE | 389,000 | 0 | 0 | ||