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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M COM 88579Y101   1,064,625,776 8,877,800 SH   SOLE NONE 8,088,275 0 789,525
ABBOTT LABORATORIES COM 002824100   859,273,411 7,826,518 SH   SOLE NONE 6,597,136 0 1,229,382
ACCENTURE COM G1151C101   24,312,059 91,111 SH   SOLE NONE 1,335 0 89,776
ACTIVISION BLIZZARD COM 00507V109   874,792,119 11,427,722 SH   SOLE NONE 10,473,100 0 954,622
ADOBE COM 00724F101   708,203,491 2,104,429 SH   SOLE NONE 1,718,791 0 385,638
AGNICO EAGLE MINES COM 008474108   345,568,900 6,646,834 SH   SOLE NONE 6,036,599 0 610,235
AIRBNB COM 009066101   19,356,003 226,386 SH   SOLE NONE 226,386 0 0
ALIBABA GROUP ADR COM 01609W102   41,278,357 468,593 SH   SOLE NONE 466,350 0 2,243
ALIBABA GROUP CALL COM 01609W902   880,900 100 SH Call SOLE NONE 0 0 0
ALPHABET - CLASS A COM 02079K305   1,251,463,408 14,184,103 SH   SOLE NONE 10,854,171 0 3,329,932
ALPHABET - CLASS C COM 02079K107   381,539 4,300 SH   SOLE NONE 0 0 4,300
AMAZON.COM COM 023135106   769,395,144 9,159,466 SH   SOLE NONE 7,541,966 0 1,617,500
AMERICAN EXPRESS COM 025816109   26,227,398 177,512 SH   SOLE NONE 102,140 0 75,372
AMETEK COM 031100100   311,605,919 2,230,217 SH   SOLE NONE 1,852,714 0 377,503
AMPHENOL COM 032095101   627,574,128 8,242,371 SH   SOLE NONE 7,089,787 0 1,152,584
APPLE COM 037833100   632,438,303 4,867,531 SH   SOLE NONE 3,546,809 0 1,320,722
AUTOMATIC DATA PROCESSING COM 053015103   10,703,555 44,811 SH   SOLE NONE 37,222 0 7,589
BARRICK GOLD COM 067901108   819,592,865 47,706,259 SH   SOLE NONE 46,074,024 0 1,632,235
BARRICK GOLD CALL COM 067901908   2,714,440 1,580 SH Call SOLE NONE 0 0 0
BECTON DICKINSON COM 075887109   54,588,038 214,660 SH   SOLE NONE 67,000 0 147,660
BERKSHIRE HATHAWAY A COM 084670108   937,422 2 SH   SOLE NONE 0 0 2
BERKSHIRE HATHAWAY B COM 084670702   1,808,091,784 5,853,324 SH   SOLE NONE 4,902,448 0 950,876
BIONTECH ADR COM 09075V102   493,130,649 3,282,723 SH   SOLE NONE 2,953,651 0 329,072
BLACK KNIGHT COM 09215C105   239,752,464 3,882,631 SH   SOLE NONE 3,882,631 0 0
BLACKROCK COM 09247X101   610,168,696 861,054 SH   SOLE NONE 661,669 0 199,385
BOOKING HOLDINGS COM 09857L108   2,658,154 1,319 SH   SOLE NONE 0 0 1,319
CHARLES SCHWAB COM 808513105   930,417,012 11,174,838 SH   SOLE NONE 9,578,968 0 1,595,870
CHECK POINT SOFTWARE COM M22465104   3,836,778 30,412 SH   SOLE NONE 1,959 0 28,453
CHURCH & DWIGHT COM 171340102   18,830,415 233,599 SH   SOLE NONE 206,209 0 27,390
COCA-COLA COM 191216100   49,783,222 782,632 SH   SOLE NONE 10,770 0 771,862
COGNIZANT TECHNOLOGY COM 192446102   18,028,747 315,243 SH   SOLE NONE 135,000 0 180,243
COLGATE-PALMOLIVE COM 194162103   19,558,593 248,237 SH   SOLE NONE 203,000 0 45,237
CONOCOPHILLIPS COM 20825C104   6,282,556 53,242 SH   SOLE NONE 1,885 0 51,357
COPART COM 217204106   44,304,477 727,615 SH   SOLE NONE 697,729 0 29,886
COSTAR GROUP COM 22160N109   7,847,166 101,542 SH   SOLE NONE 0 0 101,542
COUPANG COM 22266T109   1,765,200 120,000 SH   SOLE NONE 120,000 0 0
DANAHER COM 235851102   679,249,858 2,559,151 SH   SOLE NONE 1,885,885 0 673,266
DOCUSIGN COM 256163106   3,512,243 63,375 SH   SOLE NONE 4,239 0 59,136
DOLLAR GENERAL COM 256677105   259,507,115 1,053,836 SH   SOLE NONE 495,581 0 558,255
ELECTRONIC ARTS COM 285512109   26,884,487 220,040 SH   SOLE NONE 2,540 0 217,500
EMERSON ELECTRIC COM 291011104   5,524,699 57,513 SH   SOLE NONE 2,827 0 54,686
EPAM SYSTEMS COM 29414B104   2,949,660 9,000 SH   SOLE NONE 9,000 0 0
ESTEE LAUDER COM 518439104   34,702,649 139,868 SH   SOLE NONE 43,688 0 96,180
ETSY COM 29786A106   85,990,182 717,901 SH   SOLE NONE 440,443 0 277,458
EXXON MOBIL COM 30231G102   40,413,148 366,393 SH   SOLE NONE 80,220 0 286,173
FERRARI COM N3167Y103   4,286,282 20,000 SH   SOLE NONE 0 0 20,000
FORTIVE COM 34959J108   655,651,847 10,204,698 SH   SOLE NONE 9,211,179 0 993,519
GLOBANT COM L44385109   1,765,680 10,500 SH   SOLE NONE 10,500 0 0
HALEON PLC ADR COM 405552100   111,080 13,885 SH   SOLE NONE 0 0 13,885
HDFC BANK ADR COM 40415F101   34,564,905 505,261 SH   SOLE NONE 408,243 0 97,018
HOME DEPOT COM 437076102   41,601,605 131,709 SH   SOLE NONE 65,693 0 66,016
ICICI BANK ADR COM 45104G104   328,350 15,000 SH   SOLE NONE 15,000 0 0
ILLINOIS TOOL WORKS COM 452308109   118,614,367 538,422 SH   SOLE NONE 198,419 0 340,003
INTERCONTINENTAL EXCHANGE COM 45866F104   688,252,817 6,708,771 SH   SOLE NONE 5,766,440 0 942,331
INTUIT COM 461202103   91,802,986 235,864 SH   SOLE NONE 131,719 0 104,145
JOHNSON & JOHNSON COM 478160104   957,126,797 5,418,210 SH   SOLE NONE 4,125,800 0 1,292,410
MARKEL COM 570535104   202,893 154 SH   SOLE NONE 0 0 154
MARKETAXESS COM 57060D108   2,342,676 8,400 SH   SOLE NONE 0 0 8,400
MASTERCARD COM 57636Q104   650,552,409 1,870,855 SH   SOLE NONE 1,566,874 0 303,981
MATCH GROUP COM 57667L107   335,816,409 8,093,912 SH   SOLE NONE 7,920,295 0 173,617
MCDONALD'S COM 580135101   19,183,666 72,795 SH   SOLE NONE 2,128 0 70,667
MEDTRONIC COM G5960L103   187,481,780 2,412,272 SH   SOLE NONE 526,039 0 1,886,233
MERCADOLIBRE COM 58733R102   11,233,836 13,275 SH   SOLE NONE 9,023 0 4,252
META PLATFORMS COM 30303M102   600,432,459 4,989,467 SH   SOLE NONE 4,402,831 0 586,636
MICROSOFT COM 594918104   1,288,845,920 5,374,222 SH   SOLE NONE 3,952,617 0 1,421,605
MONDELEZ INTERNATIONAL COM 609207105   21,041,338 315,699 SH   SOLE NONE 6,245 0 309,454
MOODY'S COM 615369105   598,846,882 2,149,332 SH   SOLE NONE 1,737,604 0 411,728
MSCI COM 55354G100   65,473,143 140,751 SH   SOLE NONE 111,161 0 29,590
NASDAQ COM 631103108   3,750,141 61,127 SH   SOLE NONE 20,819 0 40,308
NETEASE ADR COM 64110W102   2,650,995 36,500 SH   SOLE NONE 36,500 0 0
NETFLIX COM 64110L106   38,101,740 129,211 SH   SOLE NONE 0 0 129,211
NEWMONT COM 651639106   676,473,846 14,332,073 SH   SOLE NONE 12,997,349 0 1,334,724
NEWMONT CALL COM 651639906   2,950,000 625 SH Call SOLE NONE 0 0 0
NIKE COM 654106103   99,806,956 852,978 SH   SOLE NONE 179,025 0 673,953
NU HOLDINGS COM G6683N103   1,729,750 425,000 SH   SOLE NONE 425,000 0 0
NVIDIA COM 67066G104   1,607,540 11,000 SH   SOLE NONE 11,000 0 0
ORACLE COM 68389X105   347,395 4,250 SH   SOLE NONE 0 0 4,250
PAYPAL COM 70450Y103   117,671,892 1,652,231 SH   SOLE NONE 567,562 0 1,084,669
PEPSICO COM 713448108   158,239,733 875,898 SH   SOLE NONE 460,172 0 415,726
PINTEREST COM 72352L106   646,456,093 26,625,045 SH   SOLE NONE 24,902,505 0 1,722,540
PINTEREST CALL COM 72352L906   1,383,960 570 SH Call SOLE NONE 0 0 0
PROCTER & GAMBLE COM 742718109   801,095,236 5,285,664 SH   SOLE NONE 4,441,679 0 843,985
ROPER TECHNOLOGIES COM 776696106   431,506,246 998,649 SH   SOLE NONE 850,008 0 148,641
ROSS STORES COM 778296103   13,644,261 117,552 SH   SOLE NONE 0 0 117,552
S&P GLOBAL COM 78409V104   98,394,989 293,769 SH   SOLE NONE 133,636 0 160,133
SALESFORCE COM 79466L302   487,986,888 3,680,420 SH   SOLE NONE 3,031,377 0 649,043
SCHLUMBERGER COM 806857108   29,204,931 546,295 SH   SOLE NONE 0 0 546,295
SHERWIN-WILLIAMS COM 824348106   7,815,040 32,929 SH   SOLE NONE 32,000 0 929
SPOTIFY TECHNOLOGY COM L8681T102   35,400,706 448,394 SH   SOLE NONE 389,800 0 58,594
STARBUCKS COM 855244109   1,142,288 11,515 SH   SOLE NONE 2,606 0 8,909
STRYKER COM 863667101   149,288,772 610,613 SH   SOLE NONE 280,371 0 330,242
TAIWAN SEMICONDUCTOR ADR COM 874039100   19,516,380 262,000 SH   SOLE NONE 262,000 0 0
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109   3,669,541 35,240 SH   SOLE NONE 0 0 35,240
THERMO FISHER SCIENTIFIC COM 883556102   636,424,723 1,155,686 SH   SOLE NONE 926,245 0 229,441
TJX COMPANIES COM 872540109   18,327,741 230,248 SH   SOLE NONE 0 0 230,248
TRUPANION COM 898202106   136,886,400 2,880,000 SH   SOLE NONE 2,880,000 0 0
TWILIO COM 90138F102   1,860,480 38,000 SH   SOLE NONE 0 0 38,000
UNION PACIFIC COM 907818108   18,554,921 89,607 SH   SOLE NONE 4,087 0 85,520
VERISK ANALYTICS COM 92345Y106   412,833,738 2,340,062 SH   SOLE NONE 1,794,028 0 546,034
VERIZON COMMUNICATIONS COM 92343V104   12,146,153 308,278 SH   SOLE NONE 7,348 0 300,930
VISA - CLASS A COM 92826C839   654,561,592 3,150,566 SH   SOLE NONE 2,655,691 0 494,875
WALMART COM 931142103   77,071,798 543,563 SH   SOLE NONE 19,564 0 523,999
WALT DISNEY COM 254687106   84,017,043 967,047 SH   SOLE NONE 20,133 0 946,914
WIX.COM COM M98068105   1,419,818 18,480 SH   SOLE NONE 0 0 18,480
0,000 CABLE ONE 15.03.2026 NOTE 12685JAE5   6,247,636 7,900,000 PRN   SOLE NONE 0 0 0
0,000 FIVERR INTERNATIONAL 01.11.2025 NOTE 33835LAA3   4,580,681 5,650,000 PRN   SOLE NONE 0 0 0
0,000 FORD MOTOR 15.03.2026 NOTE 345370CZ1   1,609,560 1,700,000 PRN   SOLE NONE 0 0 0
0,000 NICE 15.09.2025 NOTE 653656AB4   5,131,448 5,450,000 PRN   SOLE NONE 0 0 0
0,000 SNAP 01.05.2027 NOTE 83304AAF3   5,382,685 7,700,000 PRN   SOLE NONE 0 0 0
0,000 SPOTIFY 15.03.2026 NOTE 84921RAB6   6,616,088 8,200,000 PRN   SOLE NONE 0 0 0
0,000 UBER TECHNOLOGIES 15.12.2025 NOTE 90353TAJ9   3,640,165 4,300,000 PRN   SOLE NONE 0 0 0
0,000 WIX.COM 15.08.2025 NOTE 92940WAD1   6,899,383 8,150,000 PRN   SOLE NONE 0 0 0
0,125 ETSY 01.10.2026 NOTE 29786AAJ5   1,699,935 1,100,000 PRN   SOLE NONE 0 0 0
0,250 ETSY 15.06.2028 NOTE 29786AAN6   9,917,958 11,500,000 PRN   SOLE NONE 0 0 0
0,250 SEA 15.09.2026 NOTE 81141RAG5   4,139,834 5,600,000 PRN   SOLE NONE 0 0 0
0,250 UPWORK 15.08.2026 NOTE 91688FAB0   5,462,037 7,250,000 PRN   SOLE NONE 0 0 0
0,375 AKAMAI TECHNOLOGIES 01.09.2027 NOTE 00971TAL5   13,614,580 14,000,000 PRN   SOLE NONE 0 0 0
0,375 CHEESECAKE FACTORY 15.06.2026 NOTE 163072AA9   6,535,565 7,900,000 PRN   SOLE NONE 0 0 0
2,000 JAZZ INVESTMENTS 15.06.2026 NOTE 472145AF8   15,972,192 13,350,000 PRN   SOLE NONE 0 0 0