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 | 6,373 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Apple, Inc. | COM | 037833100 | 12,988 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 12,677 | 31 | SH | SOLE | 31 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 11,713 | 1,215,000 | SH | SOLE | 1,215,000 | 0 | 0 | ||
| Canadian Pacific Railway Limited | COM | 13645T100 | 1,292 | 18,500 | SH | SOLE | 18,500 | 0 | 0 | ||
| East West Bancorp, Inc. | COM | 27579R104 | 10,044 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 29,472 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 7,001 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 10,986 | 112,500 | SH | SOLE | 112,500 | 0 | 0 | ||
| Five Below, Inc. | COM | 33829M101 | 5,955 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 43,810 | 147,500 | SH | SOLE | 147,500 | 0 | 0 | ||
| Heartland Express, Inc. | COM | 422347104 | 1,391 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Interface, Inc. | COM | 458665304 | 12,101 | 965,000 | SH | SOLE | 965,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 11,824 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| KKR & Co. LP | CLA | 48251W104 | 11,110 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| Madison Square Garden Entertainment Corp. | CLA | 55826T102 | 10,787 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 3,155 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Meta Platforms, Inc. | CLA | 30303M102 | 13,464 | 83,500 | SH | SOLE | 83,500 | 0 | 0 | ||
| Park Hotels & Resorts Inc. | COM | 700517105 | 11,874 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| Penn National Gaming, Inc. | COM | 707569109 | 6,540 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 16,878 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| Qualcomm Inc. | COM | 747525103 | 16,287 | 127,500 | SH | SOLE | 127,500 | 0 | 0 | ||
| Tesla, Inc. | COM | 88160R101 | 2,694 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||