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 |
| Apple, Inc. | COM | 037833100 | 75,004 | 680,000 | SH | SOLE | 680,000 | 0 | 0 | ||
| BBCN Bancorp, Inc. | COM | 073295107 | 7,886 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 29,286 | 150 | SH | SOLE | 150 | 0 | 0 | ||
| Boardwalk Pipeline Partners, LP | UT LTD PART | 096627104 | 18,950 | 1,610,000 | SH | SOLE | 1,610,000 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 38,192 | 3,100,000 | SH | SOLE | 3,100,000 | 0 | 0 | ||
| Cabela's Inc. | COM | 126804301 | 42,180 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| California Resources Corporation | COM | 13057Q107 | 611 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
| DR Horton Inc. | COM | 23331A109 | 17,616 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| East West Bancorp, Inc. | COM | 27579R104 | 15,368 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 28,796 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 47,784 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| JP Morgan Chase & Co. | W EXP | 46634E114 | 3,086 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 37,344 | 612,500 | SH | SOLE | 612,500 | 0 | 0 | ||
| KKR & Co. LP | COM | 48248M102 | 31,882 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 17,267 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 29,289 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 35,362 | 295,000 | SH | SOLE | 295,000 | 0 | 0 | ||
| Ryland Group Inc. | COM | 783764103 | 25,443 | 623,150 | SH | SOLE | 623,150 | 0 | 0 | ||
| Scripps Networks Interactive, Inc | COM | 811065101 | 44,640 | 907,500 | SH | SOLE | 907,500 | 0 | 0 | ||
| The Madison Square Garden Co. | CLA | 55826P100 | 721 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||