The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
3M COM 88579Y101 990,053 8,959,758 SH   SOLE NONE 8,125,031 0 834,727
ABBOTT LABORATORIES COM 002824100 714,201 7,381,159 SH   SOLE NONE 6,140,661 0 1,240,498
ACCENTURE COM G1151C101 19,251 74,820 SH   SOLE NONE 0 0 74,820
ACTIVISION BLIZZARD COM 00507V109 457,733 6,157,296 SH   SOLE NONE 5,147,058 0 1,010,238
ADOBE COM 00724F101 581,533 2,113,129 SH   SOLE NONE 1,729,725 0 383,404
AGNICO EAGLE MINES COM 008474108 305,805 7,241,425 SH   SOLE NONE 6,157,899 0 1,083,526
ALIBABA GROUP ADR COM 01609W102 37,635 470,493 SH   SOLE NONE 467,850 0 2,643
ALIBABA GROUP CALL COM 01609W902 960 120 SH Call SOLE NONE 0 0 0
ALPHABET - CLASS A COM 02079K305 1,784,193 18,653,355 SH   SOLE NONE 15,329,664 0 3,323,691
ALPHABET - CLASS C COM 02079K107 327 3,400 SH   SOLE NONE 0 0 3,400
AMAZON.COM COM 023135106 1,017,430 9,003,801 SH   SOLE NONE 7,205,579 0 1,798,222
AMERICAN EXPRESS COM 025816109 18,911 140,177 SH   SOLE NONE 100,150 0 40,027
AMETEK COM 031100100 303,772 2,678,533 SH   SOLE NONE 2,233,896 0 444,637
AMPHENOL COM 032095101 709,602 10,597,404 SH   SOLE NONE 9,452,053 0 1,145,351
APPLE COM 037833100 682,332 4,937,282 SH   SOLE NONE 3,588,560 0 1,348,722
AUTOMATIC DATA PROCESSING COM 053015103 15,594 68,940 SH   SOLE NONE 64,000 0 4,940
BARRICK GOLD COM 067901108 762,263 49,178,271 SH   SOLE NONE 46,082,937 0 3,095,334
BARRICK GOLD CALL COM 067901908 2,837 1,830 SH Call SOLE NONE 0 0 0
BECTON DICKINSON COM 075887109 44,236 198,520 SH   SOLE NONE 61,000 0 137,520
BERKSHIRE HATHAWAY A COM 084670108 813 2 SH   SOLE NONE 0 0 2
BERKSHIRE HATHAWAY B COM 084670702 1,580,451 5,918,850 SH   SOLE NONE 4,897,978 0 1,020,872
BIONTECH ADR COM 09075V102 453,812 3,364,564 SH   SOLE NONE 3,028,210 0 336,354
BLACKROCK COM 09247X101 629,374 1,143,735 SH   SOLE NONE 883,075 0 260,660
BOOKING HOLDINGS COM 09857L108 853 519 SH   SOLE NONE 0 0 519
CHARLES SCHWAB COM 808513105 738,724 10,278,612 SH   SOLE NONE 8,501,474 0 1,777,138
CHECK POINT SOFTWARE COM M22465104 3,260 29,099 SH   SOLE NONE 0 0 29,099
CHURCH & DWIGHT COM 171340102 18,359 256,984 SH   SOLE NONE 182,790 0 74,194
COCA-COLA COM 191216100 45,088 804,862 SH   SOLE NONE 0 0 804,862
COGNIZANT TECHNOLOGY COM 192446102 17,141 298,413 SH   SOLE NONE 115,000 0 183,413
COLGATE-PALMOLIVE COM 194162103 17,439 248,237 SH   SOLE NONE 203,000 0 45,237
CONOCOPHILLIPS COM 20825C104 1,118 10,927 SH   SOLE NONE 0 0 10,927
COPART COM 217204106 41,201 387,227 SH   SOLE NONE 371,691 0 15,536
COSTAR GROUP COM 22160N109 7,104 101,992 SH   SOLE NONE 0 0 101,992
COUPANG COM 22266T109 1,667 100,000 SH   SOLE NONE 100,000 0 0
DANAHER COM 235851102 655,789 2,538,963 SH   SOLE NONE 1,875,657 0 663,306
DOCUSIGN COM 256163106 314,053 5,873,436 SH   SOLE NONE 5,693,695 0 179,741
DOLLAR GENERAL COM 256677105 249,707 1,041,055 SH   SOLE NONE 397,594 0 643,461
ELECTRONIC ARTS COM 285512109 28,277 244,375 SH   SOLE NONE 2,590 0 241,785
EMERSON ELECTRIC COM 291011104 4,275 58,385 SH   SOLE NONE 0 0 58,385
EPAM SYSTEMS COM 29414B104 3,260 9,000 SH   SOLE NONE 9,000 0 0
ESTEE LAUDER COM 518439104 54,725 253,476 SH   SOLE NONE 118,350 0 135,126
ETSY COM 29786A106 302,036 3,016,441 SH   SOLE NONE 2,657,583 0 358,858
EXXON MOBIL COM 30231G102 28,233 323,366 SH   SOLE NONE 78,850 0 244,516
FERRARI COM N3167Y103 4,904 26,100 SH   SOLE NONE 0 0 26,100
FORTIVE COM 34959J108 740,228 12,696,874 SH   SOLE NONE 11,641,904 0 1,054,970
GLOBANT COM L44385109 1,964 10,500 SH   SOLE NONE 10,500 0 0
HALEON PLC ADR COM 405552100 85 13,885 SH   SOLE NONE 0 0 13,885
HDFC BANK ADR COM 40415F101 29,693 508,261 SH   SOLE NONE 411,243 0 97,018
HOME DEPOT COM 437076102 21,114 76,518 SH   SOLE NONE 49,250 0 27,268
ILLINOIS TOOL WORKS COM 452308109 682,258 3,776,683 SH   SOLE NONE 3,268,168 0 508,515
INTERCONTINENTAL EXCHANGE COM 45866F104 601,571 6,658,227 SH   SOLE NONE 5,817,675 0 840,552
INTUIT COM 461202103 108,379 279,818 SH   SOLE NONE 173,765 0 106,053
JOHNSON & JOHNSON COM 478160104 907,206 5,553,416 SH   SOLE NONE 4,138,329 0 1,415,087
MASTERCARD COM 57636Q104 539,092 1,895,942 SH   SOLE NONE 1,589,214 0 306,728
MATCH GROUP COM 57667L107 312,603 6,546,656 SH   SOLE NONE 6,327,595 0 219,061
MCDONALD'S COM 580135101 17,699 76,706 SH   SOLE NONE 0 0 76,706
MEDTRONIC COM G5960L103 176,436 2,184,965 SH   SOLE NONE 444,024 0 1,740,941
MERCADOLIBRE COM 58733R102 10,430 12,600 SH   SOLE NONE 9,678 0 2,922
META PLATFORMS COM 30303M102 820,843 6,049,848 SH   SOLE NONE 5,285,192 0 764,656
MICROSOFT COM 594918104 1,228,749 5,275,866 SH   SOLE NONE 3,914,254 0 1,361,612
MONDELEZ INTERNATIONAL COM 609207105 18,262 333,066 SH   SOLE NONE 3,200 0 329,866
MOODY'S COM 615369105 579,451 2,383,492 SH   SOLE NONE 1,945,703 0 437,789
MSCI COM 55354G100 53,067 125,814 SH   SOLE NONE 97,203 0 28,611
NASDAQ COM 631103108 2,350 41,466 SH   SOLE NONE 0 0 41,466
NETEASE ADR COM 64110W102 2,759 36,500 SH   SOLE NONE 36,500 0 0
NETFLIX COM 64110L106 36,615 155,518 SH   SOLE NONE 710 0 154,808
NEWMONT COM 651639106 611,093 14,539,437 SH   SOLE NONE 12,983,001 0 1,556,436
NEWMONT CALL COM 651639906 3,152 750 SH Call SOLE NONE 0 0 0
NIKE COM 654106103 60,983 733,669 SH   SOLE NONE 173,775 0 559,894
NU HOLDINGS COM G6683N103 1,430 325,000 SH   SOLE NONE 325,000 0 0
NVIDIA COM 67066G104 12,989 107,000 SH   SOLE NONE 60,000 0 47,000
ORACLE COM 68389X105 260 4,250 SH   SOLE NONE 0 0 4,250
PAYPAL COM 70450Y103 139,415 1,619,788 SH   SOLE NONE 531,534 0 1,088,254
PEPSICO COM 713448108 670,372 4,106,164 SH   SOLE NONE 3,493,271 0 612,893
PHILIP MORRIS INTERNAT. COM 718172109 4,981 60,000 SH   SOLE NONE 0 0 60,000
PINTEREST COM 72352L106 672,640 28,868,654 SH   SOLE NONE 26,788,074 0 2,080,580
PINTEREST CALL COM 72352L906 1,328 570 SH Call SOLE NONE 0 0 0
PROCTER & GAMBLE COM 742718109 686,563 5,438,119 SH   SOLE NONE 4,568,776 0 869,343
ROBLOX COM 771049103 7,619 212,593 SH   SOLE NONE 5,760 0 206,833
ROPER TECHNOLOGIES COM 776696106 445,502 1,238,743 SH   SOLE NONE 1,079,413 0 159,330
ROSS STORES COM 778296103 19,360 229,735 SH   SOLE NONE 0 0 229,735
S&P GLOBAL COM 78409V104 72,300 236,776 SH   SOLE NONE 120,072 0 116,704
SALESFORCE COM 79466L302 502,444 3,493,079 SH   SOLE NONE 2,984,569 0 508,510
SCHLUMBERGER COM 806857108 19,612 546,295 SH   SOLE NONE 0 0 546,295
SEA ADR COM 81141R100 841 15,000 SH   SOLE NONE 15,000 0 0
SHERWIN-WILLIAMS COM 824348106 12,885 62,929 SH   SOLE NONE 62,000 0 929
SNAP COM 83304A106 70,833 7,213,102 SH   SOLE NONE 7,109,000 0 104,102
SPOTIFY TECHNOLOGY COM L8681T102 38,775 449,307 SH   SOLE NONE 389,800 0 59,507
STARBUCKS COM 855244109 769 9,121 SH   SOLE NONE 0 0 9,121
STRYKER COM 863667101 134,963 666,351 SH   SOLE NONE 329,938 0 336,413
TAIWAN SEMICONDUCTOR ADR COM 874039100 10,798 157,500 SH   SOLE NONE 157,500 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 3,841 35,240 SH   SOLE NONE 0 0 35,240
THERMO FISHER SCIENTIFIC COM 883556102 584,958 1,153,332 SH   SOLE NONE 915,802 0 237,530
TJX COMPANIES COM 872540109 14,303 230,248 SH   SOLE NONE 0 0 230,248
TRUPANION COM 898202106 103,817 1,746,884 SH   SOLE NONE 1,746,884 0 0
TWILIO COM 90138F102 274,555 3,971,000 SH   SOLE NONE 3,950,000 0 21,000
UBER TECHNOLOGIES COM 90353T100 79,404 2,996,392 SH   SOLE NONE 2,996,250 0 142
UNION PACIFIC COM 907818108 22,531 115,652 SH   SOLE NONE 1,250 0 114,402
VERISK ANALYTICS COM 92345Y106 449,971 2,638,661 SH   SOLE NONE 2,092,169 0 546,492
VERIZON COMMUNICATIONS COM 92343V104 15,180 399,787 SH   SOLE NONE 0 0 399,787
VISA - CLASS A COM 92826C839 581,831 3,275,153 SH   SOLE NONE 2,739,675 0 535,478
WALMART COM 931142103 95,463 736,026 SH   SOLE NONE 17,310 0 718,716
WALT DISNEY COM 254687106 73,475 778,913 SH   SOLE NONE 12,505 0 766,408
WIX.COM COM M98068105 2,383 30,460 SH   SOLE NONE 0 0 30,460
0,000 CABLE ONE 15.03.2026 NOTE 12685JAE5 10,862 14,100,000 PRN   SOLE NONE 0 0 0
0,000 FIVERR INTERNATIONAL 01.11.2025 NOTE 33835LAA3 4,766 6,050,000 PRN   SOLE NONE 0 0 0
0,000 FORD MOTOR 15.03.2026 NOTE 345370CZ1 2,483 2,700,000 PRN   SOLE NONE 0 0 0
0,000 NICE 15.09.2025 NOTE 653656AB4 3,855 4,150,000 PRN   SOLE NONE 0 0 0
0,000 SNAP 01.05.2027 NOTE 83304AAF3 12,907 18,600,000 PRN   SOLE NONE 0 0 0
0,000 SPOTIFY 15.03.2026 NOTE 84921RAB6 9,295 11,700,000 PRN   SOLE NONE 0 0 0
0,000 UBER TECHNOLOGIES 15.12.2025 NOTE 90353TAJ9 3,568 4,300,000 PRN   SOLE NONE 0 0 0
0,000 WIX.COM 15.08.2025 NOTE 92940WAD1 7,247 8,650,000 PRN   SOLE NONE 0 0 0
0,125 ETSY 01.10.2026 NOTE 29786AAJ5 1,573 1,175,000 PRN   SOLE NONE 0 0 0
0,250 ETSY 15.06.2028 NOTE 29786AAN6 9,616 12,300,000 PRN   SOLE NONE 0 0 0
0,250 SEA 15.09.2026 NOTE 81141RAG5 4,581 6,600,000 PRN   SOLE NONE 0 0 0
0,250 UPWORK 15.08.2026 NOTE 91688FAB0 5,727 7,750,000 PRN   SOLE NONE 0 0 0
0,375 AKAMAI TECHNOLOGIES 01.09.2027 NOTE 00971TAL5 13,970 14,900,000 PRN   SOLE NONE 0 0 0
0,375 CHEESECAKE FACTORY 15.06.2026 NOTE 163072AA9 6,612 8,400,000 PRN   SOLE NONE 0 0 0
2,000 JAZZ INVESTMENTS 15.06.2026 NOTE 472145AF8 15,427 14,300,000 PRN   SOLE NONE 0 0 0