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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Amazon | COM | 023135106 | 10,500,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| Apple, Inc. | COM | 037833100 | 11,044,050 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 11,717,774 | 25 | SH | SOLE | 25 | 0 | 0 | |||
| Brandywine Realty Trust | SH BEN INT | 105368203 | 4,920,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| East West Bancorp, Inc. | COM | 27579R104 | 10,214,500 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | |||
| FedEx Corporation | COM | 31428X106 | 20,784,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| Federal Agric Mtg Corp | CLA | 313148108 | 7,342,438 | 80,254 | SH | SOLE | 80,254 | 0 | 0 | |||
| Federal Agric Mtg Corp | CLC | 313148306 | 10,791,983 | 95,750 | SH | SOLE | 95,750 | 0 | 0 | |||
| Five Below, Inc. | COM | 33829M101 | 7,870,715 | 44,500 | SH | SOLE | 44,500 | 0 | 0 | |||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 41,548,980 | 121,000 | SH | SOLE | 121,000 | 0 | 0 | |||
| Interface, Inc. | COM | 458665304 | 9,623,250 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | |||
| JP Morgan Chase & Co | COM | 46625H100 | 11,733,750 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | |||
| KKR & Co. LP | CLA | 48251W104 | 11,140,800 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | |||
| Mastercard Inc. | CLA | 57636Q104 | 3,477,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Park Hotels & Resorts Inc. | COM | 700517105 | 11,524,725 | 977,500 | SH | SOLE | 977,500 | 0 | 0 | |||
| Penn National Gaming, Inc. | COM | 707569109 | 6,370,650 | 214,500 | SH | SOLE | 214,500 | 0 | 0 | |||
| Polaris Industries, Inc. | COM | 731068102 | 15,806,500 | 156,500 | SH | SOLE | 156,500 | 0 | 0 | |||
| Qualcomm Inc. | COM | 747525103 | 11,378,790 | 103,500 | SH | SOLE | 103,500 | 0 | 0 | |||
| Tesla, Inc. | COM | 88160R101 | 15,397,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| Under Armour, Inc. | CLC | 904311206 | 89,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Under Armour, Inc. Class A | CLA | 904311107 | 101,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Vornado Realty Trust | SH BEN INT | 929042109 | 3,433,650 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | |||