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 1,871,641 9,713,725 SH   SOLE NONE 7,799,625 0 1,914,100
ABBOTT LABORATORIES COM 002824100 558,986 4,664,433 SH   SOLE NONE 3,536,650 0 1,127,783
ACTIVISION BLIZZARD COM 00507V109 144,842 1,557,442 SH   SOLE NONE 717,750 0 839,692
ADOBE COM 00724F101 222,867 468,828 SH   SOLE NONE 236,205 0 232,623
AGNICO EAGLE MINES COM 008474108 124,798 2,158,767 SH   SOLE NONE 1,508,980 0 649,787
ALIBABA GROUP ADR COM 01609W102 76,248 336,295 SH   SOLE NONE 233,250 0 103,045
ALIBABA GROUP CALL COM 01609W902 2,947 130 SH Call SOLE NONE 0 0 0
ALPHABET - CLASS A COM 02079K305 2,726,519 1,321,936 SH   SOLE NONE 1,067,985 0 253,951
ALPHABET - CLASS C COM 02079K107 352 170 SH   SOLE NONE 0 0 170
ALTRIA GROUP COM 02209S103 12,458 243,520 SH   SOLE NONE 240,000 0 3,520
AMAZON.COM COM 023135106 1,059,428 342,405 SH   SOLE NONE 226,925 0 115,480
AMETEK COM 031100100 228,962 1,792,548 SH   SOLE NONE 1,292,336 0 500,212
AMPHENOL COM 032095101 7,407 112,274 SH   SOLE NONE 112,274 0 0
APPLE COM 037833100 231,791 1,897,596 SH   SOLE NONE 108,710 0 1,788,886
AUTOMATIC DATA PROCESSING COM 053015103 13,076 69,382 SH   SOLE NONE 58,000 0 11,382
BARRICK GOLD COM 067901108 1,120,734 56,602,627 SH   SOLE NONE 51,100,066 0 5,502,561
BARRICK GOLD CALL COM 067901908 3,623 1,830 SH Call SOLE NONE 0 0 0
BECTON DICKINSON COM 075887109 752,351 3,094,184 SH   SOLE NONE 2,346,107 0 748,077
BERKSHIRE HATHAWAY A COM 084670108 771 2 SH   SOLE NONE 0 0 2
BERKSHIRE HATHAWAY B COM 084670702 1,710,124 6,694,032 SH   SOLE NONE 5,546,445 0 1,147,587
BLACKROCK COM 09247X101 692,443 918,408 SH   SOLE NONE 677,510 0 240,898
BOOKING HOLDINGS COM 09857L108 3,653 1,568 SH   SOLE NONE 0 0 1,568
CHECK POINT SOFTWARE COM M22465104 324,047 2,894,050 SH   SOLE NONE 2,062,650 0 831,400
CHURCH & DWIGHT COM 171340102 11,957 136,890 SH   SOLE NONE 124,000 0 12,890
COCA-COLA COM 191216100 99,685 1,891,191 SH   SOLE NONE 9,400 0 1,881,791
COGNIZANT TECHNOLOGY COM 192446102 14,425 184,650 SH   SOLE NONE 65,000 0 119,650
COLGATE-PALMOLIVE COM 194162103 15,709 199,276 SH   SOLE NONE 137,000 0 62,276
CONOCOPHILLIPS COM 20825C104 5,700 107,600 SH   SOLE NONE 105,000 0 2,600
DANAHER COM 235851102 257,699 1,144,920 SH   SOLE NONE 457,125 0 687,795
DOLLAR GENERAL COM 256677105 64,606 318,855 SH   SOLE NONE 172,400 0 146,455
ELECTRONIC ARTS COM 285512109 63,702 470,574 SH   SOLE NONE 0 0 470,574
EMERSON ELECTRIC COM 291011104 1,096 12,144 SH   SOLE NONE 0 0 12,144
EPAM SYSTEMS COM 29414B104 7,735 19,500 SH   SOLE NONE 19,500 0 0
ESTEE LAUDER COM 518439104 50,204 172,612 SH   SOLE NONE 49,400 0 123,212
EXXON MOBIL COM 30231G102 18,733 335,544 SH   SOLE NONE 216,000 0 119,544
FACEBOOK COM 30303M102 1,568,193 5,324,391 SH   SOLE NONE 4,520,300 0 804,091
FEMSA ADR COM 344419106 4,708 62,500 SH   SOLE NONE 62,500 0 0
FERRARI COM N3167Y103 6,041 28,875 SH   SOLE NONE 0 0 28,875
FIDELITY NATIONAL INFO SERVICE COM 31620M106 10,124 72,000 SH   SOLE NONE 72,000 0 0
FORTIVE COM 34959J108 404,524 5,726,563 SH   SOLE NONE 5,234,500 0 492,063
HDFC BANK ADR COM 40415F101 49,575 638,113 SH   SOLE NONE 196,700 0 441,413
HOME DEPOT COM 437076102 302,252 990,180 SH   SOLE NONE 972,000 0 18,180
ILLINOIS TOOL WORKS COM 452308109 787,154 3,553,420 SH   SOLE NONE 2,998,200 0 555,220
INTERCONTINENTAL EXCHANGE COM 45866F104 26,222 234,800 SH   SOLE NONE 234,800 0 0
INTUIT COM 461202103 65,350 170,600 SH   SOLE NONE 121,800 0 48,800
JOHNSON & JOHNSON COM 478160104 1,406,708 8,559,219 SH   SOLE NONE 6,626,050 0 1,933,169
KE HOLDINGS COM 482497104 2,422 42,500 SH   SOLE NONE 42,500 0 0
KIRKLAND LAKE GOLD COM 49741E100 149,430 4,421,000 SH   SOLE NONE 3,570,000 0 851,000
MASTERCARD COM 57636Q104 469,992 1,320,018 SH   SOLE NONE 926,030 0 393,988
MCDONALDS COM 580135101 19,174 85,544 SH   SOLE NONE 0 0 85,544
MEDTRONIC COM G5960L103 294,713 2,494,823 SH   SOLE NONE 423,750 0 2,071,073
MERCADOLIBRE COM 58733R102 13,617 9,250 SH   SOLE NONE 9,250 0 0
MICROSOFT COM 594918104 1,335,127 5,662,836 SH   SOLE NONE 3,916,650 0 1,746,186
MONDELEZ INTERNATIONAL COM 609207105 30,714 524,754 SH   SOLE NONE 12,950 0 511,804
MOODY'S COM 615369105 414,879 1,389,369 SH   SOLE NONE 1,116,955 0 272,414
NASDAQ COM 631103108 23,905 162,115 SH   SOLE NONE 144,400 0 17,715
NEWMONT COM 651639106 972,175 16,130,325 SH   SOLE NONE 13,921,102 0 2,209,223
NIKE COM 654106103 56,217 423,035 SH   SOLE NONE 114,000 0 309,035
ORACLE COM 68389X105 298 4,250 SH   SOLE NONE 0 0 4,250
PALO ALTO NETWORKS COM 697435105 25,246 78,388 SH   SOLE NONE 0 0 78,388
PAYCOM SOFTWARE COM 70432V102 10,510 28,400 SH   SOLE NONE 14,200 0 14,200
PAYPAL COM 70450Y103 410,393 1,689,972 SH   SOLE NONE 761,950 0 928,022
PEPSICO COM 713448108 994,578 7,031,307 SH   SOLE NONE 5,962,350 0 1,068,957
PHILIP MORRIS INTERNAT. COM 718172109 777,205 8,758,227 SH   SOLE NONE 7,909,098 0 849,129
PINTEREST COM 72352L106 1,138,866 15,383,840 SH   SOLE NONE 13,232,642 0 2,151,198
PROCTER & GAMBLE COM 742718109 955,233 7,053,337 SH   SOLE NONE 6,271,100 0 782,237
ROPER TECHNOLOGIES COM 776696106 392,485 973,087 SH   SOLE NONE 687,670 0 285,417
ROSS STORES COM 778296103 19,181 159,959 SH   SOLE NONE 0 0 159,959
S&P GLOBAL COM 78409V104 109,014 308,935 SH   SOLE NONE 45,900 0 263,035
SALESFORCE.COM COM 79466L302 557,704 2,632,295 SH   SOLE NONE 1,940,653 0 691,642
SCHLUMBERGER COM 806857108 12,271 451,306 SH   SOLE NONE 0 0 451,306
SEA ADR COM 81141R100 9,487 42,500 SH   SOLE NONE 42,500 0 0
SHERWIN-WILLIAMS COM 824348106 5,166 7,000 SH   SOLE NONE 7,000 0 0
SPOTIFY TECHNOLOGY COM L8681T102 25,067 93,551 SH   SOLE NONE 7,000 0 86,551
SQUARE - CLASS A COM 852234103 5,204 22,922 SH   SOLE NONE 0 0 22,922
STONECO COM G85158106 3,367 55,000 SH   SOLE NONE 55,000 0 0
STRYKER COM 863667101 122,248 501,881 SH   SOLE NONE 195,500 0 306,381
TAIWAN SEMICONDUCTOR ADR COM 874039100 34,766 293,930 SH   SOLE NONE 177,900 0 116,030
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 6,727 38,071 SH   SOLE NONE 0 0 38,071
TAL EDUCATION ADR COM 874080104 6,462 120,000 SH   SOLE NONE 120,000 0 0
TENCENT MUSIC ENTERTAINMENT ADR COM 88034P109 2,667 125,000 SH   SOLE NONE 125,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 157,697 345,539 SH   SOLE NONE 230,771 0 114,768
TJX COMPANIES COM 872540109 17,297 261,485 SH   SOLE NONE 0 0 261,485
UBER TECHNOLOGIES COM 90353T100 18,556 340,418 SH   SOLE NONE 73,150 0 267,268
UNION PACIFIC COM 907818108 41,758 189,455 SH   SOLE NONE 2,300 0 187,155
VERISK ANALYTICS COM 92345Y106 463,095 2,620,947 SH   SOLE NONE 2,196,606 0 424,341
VERIZON COMMUNICATIONS COM 92343V104 32,120 552,369 SH   SOLE NONE 0 0 552,369
VISA - CLASS A COM 92826C839 633,395 2,991,521 SH   SOLE NONE 1,991,200 0 1,000,321
WALMART COM 931142103 65,750 484,058 SH   SOLE NONE 16,750 0 467,308
WALT DISNEY COM 254687106 24,383 132,143 SH   SOLE NONE 1,800 0 130,343
WIX.COM COM M98068105 352,236 1,261,500 SH   SOLE NONE 1,261,500 0 0
0,250 PROOFPOINT 15.08.2024 NOTE 743424AF0 10,955 10,300,000 PRN   SOLE NONE 0 0 0
0,375 AKAMAI TECHNOLOGIES 01.09.2027 NOTE 00971TAL5 17,621 16,200,000 PRN   SOLE NONE 0 0 0
0,750 PALO ALTO NETWORKS 01.07.2023 NOTE 697435AD7 2,917 2,200,000 PRN   SOLE NONE 0 0 0
0,875 FORTIVE 15.02.2022 NOTE 34959JAK4 7,842 7,700,000 PRN   SOLE NONE 0 0 0
1,500 JAZZ INVESTMENTS 15.08.2024 NOTE 472145AD3 8,274 7,600,000 PRN   SOLE NONE 0 0 0
2,250 VISHAY INTERTECHNOLOGY 15.06.2025 NOTE 928298AP3 3,509 3,200,000 PRN   SOLE NONE 0 0 0