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 | 14,936,600 | 117,500 | SH | SOLE | 117,500 | 0 | 0 | |||
| Apple, Inc. | COM | 037833100 | 11,984,700 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| Berkshire Hathaway Inc. Class A | CLA | 084670108 | 12,755,448 | 24 | SH | SOLE | 24 | 0 | 0 | |||
| Deere & Co | COM | 244199105 | 5,094,630 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | |||
| East West Bancorp, Inc. | COM | 27579R104 | 8,170,050 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | |||
| FedEx Corporation | COM | 31428X106 | 28,346,440 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | |||
| Federal Agric Mtg Corp | CLA | 313148108 | 9,140,805 | 74,631 | SH | SOLE | 74,631 | 0 | 0 | |||
| Federal Agric Mtg Corp | CLC | 313148306 | 10,878,150 | 70,500 | SH | SOLE | 70,500 | 0 | 0 | |||
| Five Below, Inc. | COM | 33829M101 | 10,458,500 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| Goldman Sachs Group, Inc. | COM | 38141G104 | 20,223,125 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | |||
| Interface, Inc. | COM | 458665304 | 10,055,250 | 1,025,000 | SH | SOLE | 1,025,000 | 0 | 0 | |||
| JP Morgan Chase & Co | COM | 46625H100 | 12,326,700 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| KKR & Co. LP | CLA | 48251W104 | 12,843,600 | 208,500 | SH | SOLE | 208,500 | 0 | 0 | |||
| Mastercard Inc. | CLA | 57636Q104 | 3,959,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Microsoft Corp | COM | 594918104 | 5,999,250 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | |||
| Park Hotels & Resorts Inc. | COM | 700517105 | 12,936,000 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | |||
| Penn National Gaming, Inc. | COM | 707569109 | 10,671,750 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | |||
| Polaris Industries, Inc. | COM | 731068102 | 10,674,350 | 102,500 | SH | SOLE | 102,500 | 0 | 0 | |||
| Tesla, Inc. | COM | 88160R101 | 42,912,730 | 171,500 | SH | SOLE | 171,500 | 0 | 0 | |||
| Under Armour, Inc. Class A | CLA | 904311107 | 1,438,500 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | |||
| Under Armour, Inc. Class C | CLC | 904311206 | 1,212,200 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | |||
| Vornado Realty Trust | SH BEN INT | 929042109 | 5,670,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||