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 | 12,498,090 | 121,000 | SH | SOLE | 121,000 | 0 | 0 | |||
| Apple, Inc. | COM | 037833100 | 12,614,850 | 76,500 | SH | SOLE | 76,500 | 0 | 0 | |||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 11,640,000 | 25 | SH | SOLE | 25 | 0 | 0 | |||
| Brandywine Realty Trust | SH BEN INT | 105368203 | 2,956,250 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | |||
| East West Bancorp, Inc. | COM | 27579R104 | 9,435,000 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | |||
| FedEx Corporation | COM | 31428X106 | 27,418,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
| Federal Agric Mtg Corp | CLA | 313148108 | 8,745,754 | 80,060 | SH | SOLE | 80,060 | 0 | 0 | |||
| Federal Agric Mtg Corp | CLC | 313148306 | 10,788,390 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | |||
| Five Below, Inc. | COM | 33829M101 | 9,165,665 | 44,500 | SH | SOLE | 44,500 | 0 | 0 | |||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 33,479,709 | 102,350 | SH | SOLE | 102,350 | 0 | 0 | |||
| Interface, Inc. | COM | 458665304 | 8,201,200 | 1,010,000 | SH | SOLE | 1,010,000 | 0 | 0 | |||
| JP Morgan Chase & Co | COM | 46625H100 | 11,076,350 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| KKR & Co. LP | CLA | 48251W104 | 12,342,200 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | |||
| Mastercard Inc. | CLA | 57636Q104 | 3,634,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Park Hotels & Resorts Inc. | COM | 700517105 | 13,039,800 | 1,055,000 | SH | SOLE | 1,055,000 | 0 | 0 | |||
| Penn National Gaming, Inc. | COM | 707569109 | 6,599,350 | 222,500 | SH | SOLE | 222,500 | 0 | 0 | |||
| Polaris Industries, Inc. | COM | 731068102 | 15,045,680 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | |||
| Qualcomm Inc. | COM | 747525103 | 12,439,050 | 97,500 | SH | SOLE | 97,500 | 0 | 0 | |||
| Tesla, Inc. | COM | 88160R101 | 30,081,700 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | |||
| Under Armour, Inc. Class A | CLA | 904311107 | 664,300 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| Under Armour, Inc. Class C | CLC | 904311206 | 682,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| Vornado Realty Trust | SH BEN INT | 929042109 | 3,957,775 | 257,500 | SH | SOLE | 257,500 | 0 | 0 | |||