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 | 21,295 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 18,054 | 59 | SH | SOLE | 59 | 0 | 0 | ||
| Brandywine Realty Trust | SH BEN | 105368203 | 18,470 | 1,435,139 | SH | SOLE | 1,435,139 | 0 | 0 | ||
| Brighthouse Financial, Inc. | COM | 10922N103 | 3,962 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| Cummins Inc. | COM | 231021106 | 4,009 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Customers Bancorp, Inc. | COM | 23204G100 | 4,732 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| Facebook, Inc. | CLA | 30303M102 | 11,470 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
| FedEx Corporation | COM | 31428X106 | 21,941 | 136,000 | SH | SOLE | 136,000 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLA | 313148108 | 2,831 | 49,676 | SH | SOLE | 49,676 | 0 | 0 | ||
| Federal Agric Mtg Corp | CLC | 313148306 | 3,569 | 59,053 | SH | SOLE | 59,053 | 0 | 0 | ||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 29,484 | 176,500 | SH | SOLE | 176,500 | 0 | 0 | ||
| JP Morgan Chase & Co | COM | 46625H100 | 20,988 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
| KKR & Co. LP | CLA | 48251W104 | 23,163 | 1,180,000 | SH | SOLE | 1,180,000 | 0 | 0 | ||
| Kansas City Southern | COM | 485170302 | 14,795 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| Mastercard Inc. | CLA | 57636Q104 | 7,074 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| Polaris Industries, Inc. | COM | 731068102 | 17,253 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Range Resources Corporation | COM | 75281A109 | 8,135 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| Toll Brothers | COM | 889478103 | 14,160 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||