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 | 21,194,650 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | |||
| Apple, Inc. | COM | 037833100 | 11,574,900 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | |||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 13,957,680 | 22 | SH | SOLE | 22 | 0 | 0 | |||
| Deere & Co | COM | 244199105 | 6,777,210 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | |||
| East West Bancorp, Inc. | COM | 27579R104 | 11,866,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| FedEx Corporation | COM | 31428X106 | 29,408,610 | 101,500 | SH | SOLE | 101,500 | 0 | 0 | |||
| Federal Agric Mtg Corp | CLA | 313148108 | 11,161,865 | 71,500 | SH | SOLE | 71,500 | 0 | 0 | |||
| Federal Agric Mtg Corp | CLC | 313148306 | 12,305,000 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | |||
| Five Below, Inc. | COM | 33829M101 | 13,739,535 | 75,750 | SH | SOLE | 75,750 | 0 | 0 | |||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 19,840,275 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | |||
| Interface, Inc. | COM | 458665304 | 14,483,702 | 861,100 | SH | SOLE | 861,100 | 0 | 0 | |||
| JP Morgan Chase & Co | COM | 46625H100 | 14,722,050 | 73,500 | SH | SOLE | 73,500 | 0 | 0 | |||
| KKR & Co. LP | CLA | 48251W104 | 14,533,810 | 144,500 | SH | SOLE | 144,500 | 0 | 0 | |||
| Mastercard Inc. | CLA | 57636Q104 | 4,815,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Nvidia Corp. | COM | 67066G104 | 29,817,480 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | |||
| Park Hotels & Resorts Inc. | COM | 700517105 | 14,647,875 | 837,500 | SH | SOLE | 837,500 | 0 | 0 | |||
| Penn National Gaming, Inc. | COM | 707569109 | 5,280,900 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | |||
| Polaris Industries, Inc. | COM | 731068102 | 10,262,300 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | |||
| Tesla, Inc. | COM | 88160R101 | 23,467,965 | 133,500 | SH | SOLE | 133,500 | 0 | 0 | |||
| Under Armour, Inc. Class A | CLA | 904311107 | 1,623,600 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| Under Armour, Inc. Class C | CLC | 904311206 | 1,963,500 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| Vornado Realty Trust | SH BEN INT | 929042109 | 6,473,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | |||