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 | 8,871 | 78,500 | SH | SOLE | 78,500 | 0 | 0 | ||
| Apple, Inc. | COM | 037833100 | 11,747 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 12,194 | 30 | SH | SOLE | 30 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 7,763 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
| East West Bancorp, Inc. | COM | 27579R104 | 9,668 | 144,000 | SH | SOLE | 144,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 17,816 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 7,588 | 79,250 | SH | SOLE | 79,250 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 9,914 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Five Below, Inc. | COM | 33829M101 | 6,126 | 44,500 | SH | SOLE | 44,500 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 42,785 | 146,000 | SH | SOLE | 146,000 | 0 | 0 | ||
| Heartland Express, Inc. | COM | 422347104 | 1,431 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Interface, Inc. | COM | 458665304 | 8,788 | 977,500 | SH | SOLE | 977,500 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 10,973 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| KKR & Co. LP | CLA | 48251W104 | 10,320 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| Madison Square Garden Entertainment Corp. | CLA | 55826T102 | 7,826 | 177,500 | SH | SOLE | 177,500 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 2,843 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Meta Platforms, Inc. | CLA | 30303M102 | 9,498 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Park Hotels & Resorts Inc. | COM | 700517105 | 10,810 | 960,000 | SH | SOLE | 960,000 | 0 | 0 | ||
| Penn National Gaming, Inc. | COM | 707569109 | 5,502 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 15,543 | 162,500 | SH | SOLE | 162,500 | 0 | 0 | ||
| Qualcomm Inc. | COM | 747525103 | 14,970 | 132,500 | SH | SOLE | 132,500 | 0 | 0 | ||
| Tesla, Inc. | COM | 88160R101 | 9,814 | 37,000 | SH | SOLE | 37,000 | 0 | 0 | ||