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 1,594,684 8,977,561 SH   SOLE NONE 7,635,845 0 1,341,716
ABBOTT LABORATORIES COM 002824100 843,428 5,992,812 SH   SOLE NONE 5,066,250 0 926,562
ACCENTURE COM G1151C101 23,968 57,818 SH   SOLE NONE 0 0 57,818
ACTIVISION BLIZZARD COM 00507V109 125,175 1,881,484 SH   SOLE NONE 997,970 0 883,514
ADOBE COM 00724F101 306,962 541,322 SH   SOLE NONE 239,057 0 302,265
AGNICO EAGLE MINES COM 008474108 110,245 2,074,612 SH   SOLE NONE 1,533,780 0 540,832
AIRBNB COM 009066101 1,665 10,000 SH   SOLE NONE 10,000 0 0
ALIBABA GROUP ADR COM 01609W102 258,581 2,176,788 SH   SOLE NONE 2,108,350 0 68,438
ALIBABA GROUP CALL COM 01609W902 2,970 250 SH Call SOLE NONE 0 0 0
ALPHABET - CLASS A COM 02079K305 2,982,995 1,029,670 SH   SOLE NONE 822,240 0 207,430
ALPHABET - CLASS C COM 02079K107 492 170 SH   SOLE NONE 0 0 170
ALTRIA GROUP COM 02209S103 7,749 163,520 SH   SOLE NONE 160,000 0 3,520
AMAZON.COM COM 023135106 1,373,521 411,932 SH   SOLE NONE 294,170 0 117,762
AMETEK COM 031100100 302,268 2,055,686 SH   SOLE NONE 1,493,760 0 561,926
AMPHENOL COM 032095101 836,605 9,565,569 SH   SOLE NONE 8,327,048 0 1,238,521
APPLE COM 037833100 1,467,046 8,261,790 SH   SOLE NONE 5,797,860 0 2,463,930
AUTOMATIC DATA PROCESSING COM 053015103 18,033 73,132 SH   SOLE NONE 66,000 0 7,132
BARRICK GOLD COM 067901108 1,044,523 54,974,819 SH   SOLE NONE 50,318,200 0 4,656,619
BARRICK GOLD CALL COM 067901908 7,106 3,740 SH Call SOLE NONE 0 0 0
BECTON DICKINSON COM 075887109 150,404 598,077 SH   SOLE NONE 110,210 0 487,867
BEIGENE ADR COM 07725L102 1,490 5,500 SH   SOLE NONE 5,500 0 0
BERKSHIRE HATHAWAY A COM 084670108 901 2 SH   SOLE NONE 0 0 2
BERKSHIRE HATHAWAY B COM 084670702 2,158,122 7,217,800 SH   SOLE NONE 6,050,418 0 1,167,382
BLACKROCK COM 09247X101 993,001 1,084,583 SH   SOLE NONE 836,980 0 247,603
BLOCK COM 852234103 3,605 22,322 SH   SOLE NONE 0 0 22,322
BOOKING HOLDINGS COM 09857L108 3,512 1,464 SH   SOLE NONE 0 0 1,464
CENTENE COM 15135B101 210 2,545 SH   SOLE NONE 0 0 2,545
CHARLES SCHWAB COM 808513105 341,760 4,063,739 SH   SOLE NONE 3,540,900 0 522,839
CHECK POINT SOFTWARE COM M22465104 18,609 159,650 SH   SOLE NONE 0 0 159,650
CHURCH & DWIGHT COM 171340102 17,824 173,890 SH   SOLE NONE 161,000 0 12,890
COCA-COLA COM 191216100 96,105 1,623,127 SH   SOLE NONE 0 0 1,623,127
COGNIZANT TECHNOLOGY COM 192446102 33,191 374,106 SH   SOLE NONE 87,000 0 287,106
COLGATE-PALMOLIVE COM 194162103 20,445 239,576 SH   SOLE NONE 182,000 0 57,576
CONOCOPHILLIPS COM 20825C104 745 10,321 SH   SOLE NONE 0 0 10,321
COPART COM 217204106 13,797 91,000 SH   SOLE NONE 61,000 0 30,000
COSTAR GROUP COM 22160N109 33,435 423,070 SH   SOLE NONE 2,000 0 421,070
COUPANG COM 22266T109 1,763 60,000 SH   SOLE NONE 60,000 0 0
DANAHER COM 235851102 479,816 1,458,362 SH   SOLE NONE 757,732 0 700,630
DOCUSIGN COM 256163106 19,800 130,000 SH   SOLE NONE 130,000 0 0
DOLLAR GENERAL COM 256677105 280,009 1,187,333 SH   SOLE NONE 479,297 0 708,036
ELECTRONIC ARTS COM 285512109 32,852 249,066 SH   SOLE NONE 0 0 249,066
EMERSON ELECTRIC COM 291011104 1,076 11,569 SH   SOLE NONE 0 0 11,569
EPAM SYSTEMS COM 29414B104 9,525 14,250 SH   SOLE NONE 14,250 0 0
ESTEE LAUDER COM 518439104 87,140 235,386 SH   SOLE NONE 80,900 0 154,486
ETSY COM 29786A106 573,222 2,618,168 SH   SOLE NONE 2,455,022 0 163,146
EXXON MOBIL COM 30231G102 11,294 184,579 SH   SOLE NONE 124,000 0 60,579
FERRARI COM N3167Y103 8,193 31,675 SH   SOLE NONE 0 0 31,675
FIDELITY NATIONAL INFO SERVICE COM 31620M106 13,971 128,000 SH   SOLE NONE 128,000 0 0
FORTIVE COM 34959J108 841,917 11,035,750 SH   SOLE NONE 9,448,197 0 1,587,553
GLOBANT COM L44385109 3,926 12,500 SH   SOLE NONE 12,500 0 0
HDFC BANK ADR COM 40415F101 36,112 554,977 SH   SOLE NONE 383,550 0 171,427
HOME DEPOT COM 437076102 84,381 203,323 SH   SOLE NONE 44,950 0 158,373
ILLINOIS TOOL WORKS COM 452308109 1,004,998 4,072,116 SH   SOLE NONE 3,323,600 0 748,516
INTERCONTINENTAL EXCHANGE COM 45866F104 373,430 2,730,350 SH   SOLE NONE 2,730,350 0 0
INTUIT COM 461202103 138,738 215,693 SH   SOLE NONE 117,305 0 98,388
JOHNSON & JOHNSON COM 478160104 1,571,297 9,185,109 SH   SOLE NONE 7,328,384 0 1,856,725
JPMORGAN CHASE COM 46625H100 206 1,300 SH   SOLE NONE 0 0 1,300
KE HOLDINGS COM 482497104 1,207 60,000 SH   SOLE NONE 60,000 0 0
KIRKLAND LAKE GOLD COM 49741E100 284,421 6,780,000 SH   SOLE NONE 6,225,000 0 555,000
MASTERCARD COM 57636Q104 846,063 2,354,624 SH   SOLE NONE 1,795,345 0 559,279
MATCH GROUP COM 57667L107 103,617 783,490 SH   SOLE NONE 761,050 0 22,440
MCDONALDS COM 580135101 23,477 87,579 SH   SOLE NONE 0 0 87,579
MEDTRONIC COM G5960L103 274,379 2,652,290 SH   SOLE NONE 414,550 0 2,237,740
MERCADOLIBRE COM 58733R102 19,737 14,637 SH   SOLE NONE 11,695 0 2,942
META PLATFORMS COM 30303M102 1,484,077 4,412,299 SH   SOLE NONE 3,725,680 0 686,619
MICROSOFT COM 594918104 1,795,540 5,338,784 SH   SOLE NONE 3,724,400 0 1,614,384
MONDELEZ INTERNATIONAL COM 609207105 38,528 581,036 SH   SOLE NONE 15,850 0 565,186
MOODY'S COM 615369105 601,025 1,538,802 SH   SOLE NONE 1,161,235 0 377,567
MOSAIC CO/THE COM 61945C103 214 5,453 SH   SOLE NONE 0 0 5,453
NASDAQ COM 631103108 5,307 25,272 SH   SOLE NONE 0 0 25,272
NETEASE ADR COM 64110W102 4,326 42,500 SH   SOLE NONE 42,500 0 0
NETFLIX COM 64110L106 52,977 87,937 SH   SOLE NONE 660 0 87,277
NEWMONT COM 651639106 1,065,912 17,186,588 SH   SOLE NONE 14,876,750 0 2,309,838
NEWMONT CALL COM 651639906 8,993 1,450 SH Call SOLE NONE 0 0 0
NIKE COM 654106103 67,666 405,985 SH   SOLE NONE 116,500 0 289,485
NU HOLDINGS COM G6683N103 1,407 150,000 SH   SOLE NONE 150,000 0 0
NVIDIA COM 67066G104 2,941 10,000 SH   SOLE NONE 10,000 0 0
ORACLE COM 68389X105 371 4,250 SH   SOLE NONE 0 0 4,250
PAYPAL COM 70450Y103 343,351 1,820,720 SH   SOLE NONE 841,875 0 978,845
PEPSICO COM 713448108 1,215,390 6,996,662 SH   SOLE NONE 6,021,850 0 974,812
PHILIP MORRIS INTERNAT. COM 718172109 715,102 7,527,390 SH   SOLE NONE 7,013,851 0 513,539
PINTEREST COM 72352L106 987,468 27,165,549 SH   SOLE NONE 24,365,140 0 2,800,409
PINTEREST CALL COM 72352L906 2,435 670 SH Call SOLE NONE 0 0 0
PROCTER & GAMBLE COM 742718109 1,166,320 7,129,965 SH   SOLE NONE 6,338,100 0 791,865
ROPER TECHNOLOGIES COM 776696106 566,710 1,152,177 SH   SOLE NONE 866,920 0 285,257
ROSS STORES COM 778296103 21,148 185,057 SH   SOLE NONE 0 0 185,057
S&P GLOBAL COM 78409V104 137,268 290,866 SH   SOLE NONE 46,200 0 244,666
SALESFORCE.COM COM 79466L302 740,913 2,915,489 SH   SOLE NONE 2,225,935 0 689,554
SCHLUMBERGER COM 806857108 21,299 711,137 SH   SOLE NONE 0 0 711,137
SEA ADR COM 81141R100 10,067 45,000 SH   SOLE NONE 45,000 0 0
SHERWIN-WILLIAMS COM 824348106 17,231 48,929 SH   SOLE NONE 48,000 0 929
SNAP COM 83304A106 51,085 1,086,230 SH   SOLE NONE 1,015,150 0 71,080
SPOTIFY TECHNOLOGY COM L8681T102 128,177 547,694 SH   SOLE NONE 402,850 0 144,844
STRYKER COM 863667101 220,446 824,342 SH   SOLE NONE 318,750 0 505,592
TAIWAN SEMICONDUCTOR ADR COM 874039100 43,383 360,590 SH   SOLE NONE 211,400 0 149,190
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 7,294 41,041 SH   SOLE NONE 0 0 41,041
THERMO FISHER SCIENTIFIC COM 883556102 537,483 805,531 SH   SOLE NONE 557,140 0 248,391
TJX COMPANIES COM 872540109 23,047 303,563 SH   SOLE NONE 0 0 303,563
UBER TECHNOLOGIES COM 90353T100 202,956 4,840,355 SH   SOLE NONE 4,408,950 0 431,405
UNION PACIFIC COM 907818108 56,944 226,033 SH   SOLE NONE 3,200 0 222,833
VERISK ANALYTICS COM 92345Y106 662,177 2,895,016 SH   SOLE NONE 2,362,236 0 532,780
VERIZON COMMUNICATIONS COM 92343V104 22,410 431,290 SH   SOLE NONE 0 0 431,290
VISA - CLASS A COM 92826C839 823,194 3,798,597 SH   SOLE NONE 2,828,400 0 970,197
WALMART COM 931142103 96,610 667,706 SH   SOLE NONE 17,000 0 650,706
WALT DISNEY COM 254687106 56,579 365,286 SH   SOLE NONE 3,680 0 361,606
WIX.COM COM M98068105 633,321 4,013,697 SH   SOLE NONE 3,871,554 0 142,143
0,000 FIVERR INTERNATIONAL 01.11.2025 NOTE 33835LAA3 5,104 5,450,000 PRN   SOLE NONE 0 0 0
0,000 NICE 15.09.2025 NOTE 653656AB4 3,181 2,600,000 PRN   SOLE NONE 0 0 0
0,000 UBER TECHNOLOGIES 15.12.2025 NOTE 90353TAJ9 15,243 15,400,000 PRN   SOLE NONE 0 0 0
0,000 WIX.COM 15.08.2025 NOTE 92940WAD1 20,209 22,100,000 PRN   SOLE NONE 0 0 0
0,000 ZYNGA 15.12.2026 NOTE 98986TAD0 41,082 44,500,000 PRN   SOLE NONE 0 0 0
0,250 SEA 15.09.2026 NOTE 81141RAG5 6,080 6,600,000 PRN   SOLE NONE 0 0 0
0,250 ZYNGA 01.06.2024 NOTE 98986TAB4 3,459 3,200,000 PRN   SOLE NONE 0 0 0
0,375 AKAMAI TECHNOLOGIES 01.09.2027 NOTE 00971TAL5 17,090 14,500,000 PRN   SOLE NONE 0 0 0
0,375 CHEESECAKE FACTORY 15.06.2026 NOTE 163072AA9 5,389 6,000,000 PRN   SOLE NONE 0 0 0
0,875 FORTIVE 15.02.2022 NOTE 34959JAK4 7,734 7,700,000 PRN   SOLE NONE 0 0 0
1,500 JAZZ INVESTMENTS 15.08.2024 NOTE 472145AD3 7,639 7,600,000 PRN   SOLE NONE 0 0 0
2,000 JAZZ INVESTMENTS 15.06.2026 NOTE 472145AF8 11,257 9,950,000 PRN   SOLE NONE 0 0 0