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 1,873,209 9,430,647 SH   SOLE NONE 7,742,825 0 1,687,822
ABBOTT LABORATORIES COM 002824100 726,252 6,264,572 SH   SOLE NONE 5,172,600 0 1,091,972
ACTIVISION BLIZZARD COM 00507V109 165,969 1,738,989 SH   SOLE NONE 851,350 0 887,639
ADOBE COM 00724F101 298,321 509,393 SH   SOLE NONE 236,025 0 273,368
AGNICO EAGLE MINES COM 008474108 131,155 2,169,638 SH   SOLE NONE 1,554,480 0 615,158
ALIBABA GROUP ADR COM 01609W102 145,672 642,350 SH   SOLE NONE 582,750 0 59,600
ALIBABA GROUP CALL COM 01609W902 2,948 130 SH Call SOLE NONE 0 0 0
ALPHABET - CLASS A COM 02079K305 2,847,357 1,166,094 SH   SOLE NONE 924,365 0 241,729
ALPHABET - CLASS C COM 02079K107 426 170 SH   SOLE NONE 0 0 170
ALTRIA GROUP COM 02209S103 11,611 243,520 SH   SOLE NONE 240,000 0 3,520
AMAZON.COM COM 023135106 1,428,444 415,226 SH   SOLE NONE 292,500 0 122,726
AMETEK COM 031100100 238,483 1,786,390 SH   SOLE NONE 1,299,036 0 487,354
AMPHENOL COM 032095101 570,456 8,338,787 SH   SOLE NONE 7,208,700 0 1,130,087
APPLE COM 037833100 949,846 6,935,205 SH   SOLE NONE 4,385,830 0 2,549,375
AUTOMATIC DATA PROCESSING COM 053015103 15,370 77,382 SH   SOLE NONE 66,000 0 11,382
BARRICK GOLD COM 067901108 1,141,236 55,185,496 SH   SOLE NONE 50,877,300 0 4,308,196
BARRICK GOLD CALL COM 067901908 3,784 1,830 SH Call SOLE NONE 0 0 0
BECTON DICKINSON COM 075887109 741,757 3,050,112 SH   SOLE NONE 2,354,307 0 695,805
BERKSHIRE HATHAWAY A COM 084670108 837 2 SH   SOLE NONE 0 0 2
BERKSHIRE HATHAWAY B COM 084670702 1,804,955 6,494,513 SH   SOLE NONE 5,452,210 0 1,042,303
BILIBILI ADR COM 090040106 2,132 17,500 SH   SOLE NONE 17,500 0 0
BLACKROCK COM 09247X101 775,565 886,390 SH   SOLE NONE 648,810 0 237,580
BOOKING HOLDINGS COM 09857L108 3,431 1,568 SH   SOLE NONE 0 0 1,568
CHECK POINT SOFTWARE COM M22465104 56,342 485,160 SH   SOLE NONE 0 0 485,160
CHURCH & DWIGHT COM 171340102 12,859 150,890 SH   SOLE NONE 138,000 0 12,890
COCA-COLA COM 191216100 107,282 1,982,659 SH   SOLE NONE 21,000 0 1,961,659
COGNIZANT TECHNOLOGY COM 192446102 20,666 298,383 SH   SOLE NONE 87,000 0 211,383
COLGATE-PALMOLIVE COM 194162103 18,001 221,276 SH   SOLE NONE 159,000 0 62,276
CONOCOPHILLIPS COM 20825C104 6,825 112,062 SH   SOLE NONE 105,000 0 7,062
COSTAR GROUP COM 22160N109 18,586 224,420 SH   SOLE NONE 2,000 0 222,420
DANAHER COM 235851102 296,029 1,103,104 SH   SOLE NONE 482,085 0 621,019
DOLLAR GENERAL COM 256677105 105,571 487,875 SH   SOLE NONE 286,100 0 201,775
ELECTRONIC ARTS COM 285512109 45,580 316,901 SH   SOLE NONE 0 0 316,901
EMERSON ELECTRIC COM 291011104 1,169 12,144 SH   SOLE NONE 0 0 12,144
EPAM SYSTEMS COM 29414B104 8,686 17,000 SH   SOLE NONE 17,000 0 0
ESTEE LAUDER COM 518439104 63,162 198,572 SH   SOLE NONE 61,900 0 136,672
ETSY COM 29786A106 137,940 670,133 SH   SOLE NONE 670,133 0 0
EXXON MOBIL COM 30231G102 18,990 301,054 SH   SOLE NONE 216,000 0 85,054
FACEBOOK COM 30303M102 1,528,442 4,395,739 SH   SOLE NONE 3,737,630 0 658,109
FEMSA ADR COM 344419106 5,282 62,500 SH   SOLE NONE 62,500 0 0
FERRARI COM N3167Y103 5,958 28,875 SH   SOLE NONE 0 0 28,875
FIDELITY NATIONAL INFO SERVICE COM 31620M106 13,034 92,000 SH   SOLE NONE 92,000 0 0
FORTIVE COM 34959J108 636,737 9,130,156 SH   SOLE NONE 7,624,970 0 1,505,186
HDFC BANK ADR COM 40415F101 23,781 325,226 SH   SOLE NONE 232,600 0 92,626
HOME DEPOT COM 437076102 128,811 403,934 SH   SOLE NONE 350,500 0 53,434
ILLINOIS TOOL WORKS COM 452308109 799,955 3,578,256 SH   SOLE NONE 3,017,000 0 561,256
INTERCONTINENTAL EXCHANGE COM 45866F104 311,783 2,626,650 SH   SOLE NONE 2,625,400 0 1,250
INTUIT COM 461202103 77,351 157,805 SH   SOLE NONE 121,100 0 36,705
JOHNSON & JOHNSON COM 478160104 1,405,783 8,533,341 SH   SOLE NONE 6,718,584 0 1,814,757
JPMORGAN CHASE COM 46625H100 202 1,300 SH   SOLE NONE 0 0 1,300
KE HOLDINGS COM 482497104 2,503 52,500 SH   SOLE NONE 52,500 0 0
KIRKLAND LAKE GOLD COM 49741E100 158,936 4,125,000 SH   SOLE NONE 3,570,000 0 555,000
MASTERCARD COM 57636Q104 507,827 1,390,965 SH   SOLE NONE 986,275 0 404,690
MCDONALDS COM 580135101 19,973 86,469 SH   SOLE NONE 0 0 86,469
MEDTRONIC COM G5960L103 298,974 2,408,556 SH   SOLE NONE 416,400 0 1,992,156
MERCADOLIBRE COM 58733R102 15,578 10,000 SH   SOLE NONE 10,000 0 0
MICROSOFT COM 594918104 1,541,104 5,688,828 SH   SOLE NONE 3,919,250 0 1,769,578
MONDELEZ INTERNATIONAL COM 609207105 32,837 525,904 SH   SOLE NONE 12,950 0 512,954
MOODY'S COM 615369105 543,935 1,501,050 SH   SOLE NONE 1,127,435 0 373,615
NASDAQ COM 631103108 27,350 155,575 SH   SOLE NONE 144,400 0 11,175
NETFLIX COM 64110L106 28,793 54,510 SH   SOLE NONE 190 0 54,320
NEWMONT COM 651639106 988,947 15,603,459 SH   SOLE NONE 13,314,250 0 2,289,209
NIKE COM 654106103 62,279 403,129 SH   SOLE NONE 107,500 0 295,629
ORACLE COM 68389X105 331 4,250 SH   SOLE NONE 0 0 4,250
PAYPAL COM 70450Y103 472,794 1,622,046 SH   SOLE NONE 756,600 0 865,446
PEPSICO COM 713448108 1,025,409 6,920,487 SH   SOLE NONE 5,995,350 0 925,137
PHILIP MORRIS INTERNAT. COM 718172109 471,354 4,755,872 SH   SOLE NONE 4,092,093 0 663,779
PINTEREST COM 72352L106 1,775,982 22,495,017 SH   SOLE NONE 19,768,316 0 2,726,701
PROCTER & GAMBLE COM 742718109 1,078,413 7,992,385 SH   SOLE NONE 7,180,449 0 811,936
ROPER TECHNOLOGIES COM 776696106 443,754 943,755 SH   SOLE NONE 690,655 0 253,100
ROSS STORES COM 778296103 23,891 192,672 SH   SOLE NONE 0 0 192,672
S&P GLOBAL COM 78409V104 120,376 293,278 SH   SOLE NONE 45,900 0 247,378
SALESFORCE.COM COM 79466L302 647,963 2,652,650 SH   SOLE NONE 1,958,083 0 694,567
SCHLUMBERGER COM 806857108 23,436 732,138 SH   SOLE NONE 0 0 732,138
SCHWAB (CHARLES) COM 808513105 351 4,824 SH   SOLE NONE 0 0 4,824
SEA ADR COM 81141R100 11,671 42,500 SH   SOLE NONE 42,500 0 0
SHERWIN-WILLIAMS COM 824348106 5,975 21,929 SH   SOLE NONE 21,000 0 929
SPOTIFY TECHNOLOGY COM L8681T102 165,473 600,430 SH   SOLE NONE 454,200 0 146,230
SQUARE - CLASS A COM 852234103 5,442 22,322 SH   SOLE NONE 0 0 22,322
STONECO COM G85158106 4,024 60,000 SH   SOLE NONE 60,000 0 0
STRYKER COM 863667101 139,063 535,414 SH   SOLE NONE 209,900 0 325,514
TAIWAN SEMICONDUCTOR ADR COM 874039100 41,198 342,857 SH   SOLE NONE 184,650 0 158,207
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 7,265 41,041 SH   SOLE NONE 0 0 41,041
TAL EDUCATION ADR COM 874080104 2,523 100,000 SH   SOLE NONE 100,000 0 0
TENCENT MUSIC ENTERTAINMENT ADR COM 88034P109 2,308 150,000 SH   SOLE NONE 150,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 401,898 796,673 SH   SOLE NONE 540,460 0 256,213
TJX COMPANIES COM 872540109 21,224 314,803 SH   SOLE NONE 0 0 314,803
UBER TECHNOLOGIES COM 90353T100 155,004 3,092,655 SH   SOLE NONE 2,789,600 0 303,055
UNION PACIFIC COM 907818108 60,503 275,099 SH   SOLE NONE 0 0 275,099
VERISK ANALYTICS COM 92345Y106 517,123 2,959,725 SH   SOLE NONE 2,354,426 0 605,299
VERIZON COMMUNICATIONS COM 92343V104 24,952 445,325 SH   SOLE NONE 0 0 445,325
VISA - CLASS A COM 92826C839 675,446 2,888,745 SH   SOLE NONE 1,974,200 0 914,545
WALMART COM 931142103 110,839 785,980 SH   SOLE NONE 19,200 0 766,780
WALT DISNEY COM 254687106 41,440 235,763 SH   SOLE NONE 2,350 0 233,413
WELLS FARGO COM 949746101 225 4,970 SH   SOLE NONE 0 0 4,970
WIX.COM COM M98068105 911,871 3,141,349 SH   SOLE NONE 3,112,500 0 28,849
0,375 AKAMAI TECHNOLOGIES 01.09.2027 NOTE 00971TAL5 16,138 13,900,000 PRN   SOLE NONE 0 0 0
0,875 FORTIVE 15.02.2022 NOTE 34959JAK4 7,756 7,700,000 PRN   SOLE NONE 0 0 0
1,000 QIAGEN 13.11.2024 NOTE N72482AT4 3,100 2,600,000 PRN   SOLE NONE 0 0 0
1,500 JAZZ INVESTMENTS 15.08.2024 NOTE 472145AD3 8,423 7,600,000 PRN   SOLE NONE 0 0 0
2,000 JAZZ INVESTMENTS 15.06.2026 NOTE 472145AF8 6,667 5,000,000 PRN   SOLE NONE 0 0 0