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 | 16,137 | 4,950 | SH | SOLE | 4,950 | 0 | 0 | ||
| American Outdoor Brands, Inc. | COM | 02875D109 | 197 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Apple, Inc. | COM | 037833100 | 16,588 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 18,512 | 35 | SH | SOLE | 35 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 16,756 | 1,185,000 | SH | SOLE | 1,185,000 | 0 | 0 | ||
| Canadian Pacific Railway Limited | COM | 13645T100 | 5,778 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Corteva, Inc. | COM | 22052L104 | 1,609 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
| East West Bancorp, Inc. | COM | 27579R104 | 12,248 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 31,700 | 137,000 | SH | SOLE | 137,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 8,221 | 77,239 | SH | SOLE | 77,239 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 11,824 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 48,690 | 147,500 | SH | SOLE | 147,500 | 0 | 0 | ||
| Interface, Inc. | COM | 458665304 | 13,380 | 986,000 | SH | SOLE | 986,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 14,314 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| KKR & Co. LP | CLA | 48251W104 | 14,033 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| Madison Square Garden Entertainment Corp. | CLA | 55826T102 | 17,079 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 3,752 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| Meta Platforms, Inc. | CLA | 30303M102 | 21,347 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
| Park Hotels & Resorts Inc. | COM | 700517105 | 15,038 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
| Penn National Gaming, Inc. | COM | 707569109 | 3,500 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| Pfizer Inc. | COM | 717081103 | 10,613 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 21,064 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Qualcomm Inc. | COM | 747525103 | 15,740 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | ||