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 1,157,265 8,942,625 SH   SOLE NONE 8,217,343 0 725,282
ABBOTT LABORATORIES COM 002824100 792,756 7,296,421 SH   SOLE NONE 6,166,137 0 1,130,284
ACCENTURE COM G1151C101 19,911 71,712 SH   SOLE NONE 0 0 71,712
ACTIVISION BLIZZARD COM 00507V109 114,209 1,466,848 SH   SOLE NONE 694,468 0 772,380
ADOBE COM 00724F101 865,182 2,363,497 SH   SOLE NONE 1,997,666 0 365,831
AGNICO EAGLE MINES COM 008474108 357,336 7,808,910 SH   SOLE NONE 6,899,792 0 909,118
ALIBABA GROUP ADR COM 01609W102 54,105 475,940 SH   SOLE NONE 473,850 0 2,090
ALIBABA GROUP CALL COM 01609W902 1,705 150 SH Call SOLE NONE 0 0 0
ALPHABET - CLASS A COM 02079K305 2,121,181 973,349 SH   SOLE NONE 812,390 0 160,959
ALPHABET - CLASS C COM 02079K107 372 170 SH   SOLE NONE 0 0 170
AMAZON.COM COM 023135106 1,288,626 12,132,808 SH   SOLE NONE 10,193,668 0 1,939,140
AMERICAN EXPRESS COM 025816109 14,037 101,261 SH   SOLE NONE 101,261 0 0
AMETEK COM 031100100 293,779 2,673,392 SH   SOLE NONE 2,222,300 0 451,092
AMPHENOL COM 032095101 672,408 10,444,365 SH   SOLE NONE 9,344,021 0 1,100,344
APPLE COM 037833100 834,157 6,101,209 SH   SOLE NONE 4,681,020 0 1,420,189
AUTOMATIC DATA PROCESSING COM 053015103 16,636 79,202 SH   SOLE NONE 75,000 0 4,202
BARRICK GOLD COM 067901108 823,332 46,542,280 SH   SOLE NONE 43,123,837 0 3,418,443
BARRICK GOLD CALL COM 067901908 3,237 1,830 SH Call SOLE NONE 0 0 0
BECTON DICKINSON COM 075887109 54,866 222,552 SH   SOLE NONE 61,000 0 161,552
BEIGENE ADR COM 07725L102 486 3,000 SH   SOLE NONE 3,000 0 0
BERKSHIRE HATHAWAY A COM 084670108 818 2 SH   SOLE NONE 0 0 2
BERKSHIRE HATHAWAY B COM 084670702 1,617,032 5,922,760 SH   SOLE NONE 4,916,179 0 1,006,581
BIONTECH ADR COM 09075V102 457,014 3,065,150 SH   SOLE NONE 2,760,273 0 304,877
BLACKROCK COM 09247X101 684,273 1,123,528 SH   SOLE NONE 873,822 0 249,706
BOOKING HOLDINGS COM 09857L108 908 519 SH   SOLE NONE 0 0 519
CENTENE COM 15135B101 215 2,545 SH   SOLE NONE 0 0 2,545
CHARLES SCHWAB COM 808513105 580,577 9,189,255 SH   SOLE NONE 7,622,352 0 1,566,903
CHECK POINT SOFTWARE COM M22465104 5,164 42,408 SH   SOLE NONE 0 0 42,408
CHURCH & DWIGHT COM 171340102 23,995 258,959 SH   SOLE NONE 165,415 0 93,544
COCA-COLA COM 191216100 54,014 858,585 SH   SOLE NONE 0 0 858,585
COGNIZANT TECHNOLOGY COM 192446102 19,634 290,922 SH   SOLE NONE 102,000 0 188,922
COLGATE-PALMOLIVE COM 194162103 19,894 248,237 SH   SOLE NONE 203,000 0 45,237
CONOCOPHILLIPS COM 20825C104 981 10,927 SH   SOLE NONE 0 0 10,927
COPART COM 217204106 89,602 824,605 SH   SOLE NONE 824,605 0 0
COSTAR GROUP COM 22160N109 16,198 268,132 SH   SOLE NONE 0 0 268,132
COUPANG COM 22266T109 1,084 85,000 SH   SOLE NONE 85,000 0 0
DANAHER COM 235851102 696,030 2,745,462 SH   SOLE NONE 2,052,506 0 692,956
DOCUSIGN COM 256163106 333,661 5,814,937 SH   SOLE NONE 5,692,555 0 122,382
DOLLAR GENERAL COM 256677105 279,629 1,139,297 SH   SOLE NONE 429,148 0 710,149
ELECTRONIC ARTS COM 285512109 20,997 172,602 SH   SOLE NONE 0 0 172,602
EMERSON ELECTRIC COM 291011104 7,882 99,095 SH   SOLE NONE 3,050 0 96,045
EPAM SYSTEMS COM 29414B104 3,832 13,000 SH   SOLE NONE 13,000 0 0
ESTEE LAUDER COM 518439104 78,050 306,477 SH   SOLE NONE 131,366 0 175,111
ETSY COM 29786A106 284,865 3,891,066 SH   SOLE NONE 3,584,250 0 306,816
EXXON MOBIL COM 30231G102 25,601 298,935 SH   SOLE NONE 76,000 0 222,935
FERRARI COM N3167Y103 5,818 31,675 SH   SOLE NONE 0 0 31,675
FORTIVE COM 34959J108 712,106 13,095,007 SH   SOLE NONE 11,964,312 0 1,130,695
GLOBANT COM L44385109 2,349 13,500 SH   SOLE NONE 13,500 0 0
HDFC BANK ADR COM 40415F101 30,132 548,261 SH   SOLE NONE 451,243 0 97,018
HOME DEPOT COM 437076102 18,831 68,660 SH   SOLE NONE 48,799 0 19,861
ILLINOIS TOOL WORKS COM 452308109 692,267 3,798,447 SH   SOLE NONE 3,262,202 0 536,245
INTERCONTINENTAL EXCHANGE COM 45866F104 598,325 6,362,456 SH   SOLE NONE 5,823,700 0 538,756
INTUIT COM 461202103 108,974 282,727 SH   SOLE NONE 161,202 0 121,525
JOHNSON & JOHNSON COM 478160104 998,755 5,626,473 SH   SOLE NONE 4,148,189 0 1,478,284
MASTERCARD COM 57636Q104 623,874 1,977,539 SH   SOLE NONE 1,614,220 0 363,319
MATCH GROUP COM 57667L107 455,000 6,528,910 SH   SOLE NONE 6,286,292 0 242,618
MCDONALD'S COM 580135101 23,208 94,004 SH   SOLE NONE 1,250 0 92,754
MEDTRONIC COM G5960L103 202,789 2,259,488 SH   SOLE NONE 439,853 0 1,819,635
MERCADOLIBRE COM 58733R102 13,899 21,824 SH   SOLE NONE 12,960 0 8,864
META PLATFORMS COM 30303M102 932,392 5,782,279 SH   SOLE NONE 5,010,196 0 772,083
MICROSOFT COM 594918104 1,345,951 5,240,629 SH   SOLE NONE 3,952,861 0 1,287,768
MONDELEZ INTERNATIONAL COM 609207105 24,155 389,040 SH   SOLE NONE 3,200 0 385,840
MOODY'S COM 615369105 652,324 2,398,516 SH   SOLE NONE 1,980,164 0 418,352
MSCI COM 55354G100 34,433 83,544 SH   SOLE NONE 65,227 0 18,317
NASDAQ COM 631103108 1,713 11,227 SH   SOLE NONE 0 0 11,227
NETEASE ADR COM 64110W102 4,201 45,000 SH   SOLE NONE 45,000 0 0
NETFLIX COM 64110L106 28,015 160,202 SH   SOLE NONE 1,280 0 158,922
NEWMONT COM 651639106 880,538 14,756,797 SH   SOLE NONE 13,000,348 0 1,756,449
NEWMONT CALL COM 651639906 4,475 750 SH Call SOLE NONE 0 0 0
NIKE COM 654106103 71,167 696,355 SH   SOLE NONE 160,560 0 535,795
NU HOLDINGS COM G6683N103 935 250,000 SH   SOLE NONE 250,000 0 0
NVIDIA COM 67066G104 15,007 99,000 SH   SOLE NONE 56,000 0 43,000
ORACLE COM 68389X105 297 4,250 SH   SOLE NONE 0 0 4,250
PAYPAL COM 70450Y103 250,568 3,587,739 SH   SOLE NONE 2,192,397 0 1,395,342
PEPSICO COM 713448108 855,219 5,131,520 SH   SOLE NONE 4,474,995 0 656,525
PHILIP MORRIS INTERNAT. COM 718172109 14,811 150,000 SH   SOLE NONE 0 0 150,000
PINTEREST COM 72352L106 596,135 32,826,820 SH   SOLE NONE 30,954,392 0 1,872,428
PINTEREST CALL COM 72352L906 1,217 670 SH Call SOLE NONE 0 0 0
PROCTER & GAMBLE COM 742718109 782,536 5,442,212 SH   SOLE NONE 4,565,480 0 876,732
ROBLOX COM 771049103 6,893 209,755 SH   SOLE NONE 5,850 0 203,905
ROPER TECHNOLOGIES COM 776696106 510,323 1,293,104 SH   SOLE NONE 1,115,080 0 178,024
ROSS STORES COM 778296103 16,889 240,484 SH   SOLE NONE 0 0 240,484
S&P GLOBAL COM 78409V104 72,006 213,631 SH   SOLE NONE 96,072 0 117,559
SALESFORCE COM 79466L302 563,800 3,416,143 SH   SOLE NONE 2,970,784 0 445,359
SCHLUMBERGER COM 806857108 25,359 709,152 SH   SOLE NONE 6,000 0 703,152
SEA ADR COM 81141R100 3,176 47,500 SH   SOLE NONE 47,500 0 0
SHERWIN-WILLIAMS COM 824348106 14,090 62,929 SH   SOLE NONE 62,000 0 929
SNAP COM 83304A106 94,869 7,225,341 SH   SOLE NONE 7,112,000 0 113,341
SPOTIFY TECHNOLOGY COM L8681T102 45,537 485,311 SH   SOLE NONE 393,075 0 92,236
STRYKER COM 863667101 127,358 640,217 SH   SOLE NONE 325,911 0 314,306
TAIWAN SEMICONDUCTOR ADR COM 874039100 20,484 250,568 SH   SOLE NONE 205,000 0 45,568
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 4,318 35,240 SH   SOLE NONE 0 0 35,240
THERMO FISHER SCIENTIFIC COM 883556102 612,086 1,126,650 SH   SOLE NONE 893,411 0 233,239
TJX COMPANIES COM 872540109 13,290 237,963 SH   SOLE NONE 0 0 237,963
TWILIO COM 90138F102 331,050 3,950,000 SH   SOLE NONE 3,950,000 0 0
UBER TECHNOLOGIES COM 90353T100 70,513 3,446,392 SH   SOLE NONE 2,996,250 0 450,142
UNION PACIFIC COM 907818108 30,339 142,248 SH   SOLE NONE 2,950 0 139,298
VERISK ANALYTICS COM 92345Y106 503,650 2,909,759 SH   SOLE NONE 2,338,863 0 570,896
VERIZON COMMUNICATIONS COM 92343V104 20,999 413,769 SH   SOLE NONE 0 0 413,769
VISA - CLASS A COM 92826C839 666,091 3,383,064 SH   SOLE NONE 2,767,694 0 615,370
WALMART COM 931142103 90,842 747,180 SH   SOLE NONE 19,680 0 727,500
WALT DISNEY COM 254687106 54,972 582,334 SH   SOLE NONE 8,660 0 573,674
WIX.COM COM M98068105 25,045 382,069 SH   SOLE NONE 304,934 0 77,135
0,000 CABLE ONE 15.03.2026 NOTE 12685JAE5 11,515 13,900,000 PRN   SOLE NONE 0 0 0
0,000 FIVERR INTERNATIONAL 01.11.2025 NOTE 33835LAA3 5,171 6,750,000 PRN   SOLE NONE 0 0 0
0,000 FORD MOTOR 15.03.2026 NOTE 345370CZ1 2,657 2,900,000 PRN   SOLE NONE 0 0 0
0,000 NICE 15.09.2025 NOTE 653656AB4 4,393 4,450,000 PRN   SOLE NONE 0 0 0
0,000 SNAP 01.05.2027 NOTE 83304AAF3 3,766 5,300,000 PRN   SOLE NONE 0 0 0
0,000 SPOTIFY 15.03.2026 NOTE 84921RAB6 9,818 12,400,000 PRN   SOLE NONE 0 0 0
0,000 UBER TECHNOLOGIES 15.12.2025 NOTE 90353TAJ9 9,126 11,400,000 PRN   SOLE NONE 0 0 0
0,000 WIX.COM 15.08.2025 NOTE 92940WAD1 7,247 8,950,000 PRN   SOLE NONE 0 0 0
0,125 ETSY 01.10.2026 NOTE 29786AAJ5 1,423 1,250,000 PRN   SOLE NONE 0 0 0
0,250 ETSY 15.06.2028 NOTE 29786AAN6 9,023 12,400,000 PRN   SOLE NONE 0 0 0
0,250 SEA 15.09.2026 NOTE 81141RAG5 4,836 6,600,000 PRN   SOLE NONE 0 0 0
0,375 AKAMAI TECHNOLOGIES 01.09.2027 NOTE 00971TAL5 15,130 15,200,000 PRN   SOLE NONE 0 0 0
0,375 CHEESECAKE FACTORY 15.06.2026 NOTE 163072AA9 7,117 9,200,000 PRN   SOLE NONE 0 0 0
2,000 JAZZ INVESTMENTS 15.06.2026 NOTE 472145AF8 15,538 13,200,000 PRN   SOLE NONE 0 0 0