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 1,609,511 9,175,187 SH   SOLE NONE 7,661,625 0 1,513,562
ABBOTT LABORATORIES COM 002824100 687,604 5,820,744 SH   SOLE NONE 4,765,200 0 1,055,544
ACCENTURE COM G1151C101 17,966 56,158 SH   SOLE NONE 0 0 56,158
ACTIVISION BLIZZARD COM 00507V109 168,647 2,179,182 SH   SOLE NONE 911,090 0 1,268,092
ADOBE COM 00724F101 293,659 510,073 SH   SOLE NONE 235,522 0 274,551
AGNICO EAGLE MINES COM 008474108 109,891 2,119,402 SH   SOLE NONE 1,600,780 0 518,622
ALIBABA GROUP ADR COM 01609W102 255,605 1,726,480 SH   SOLE NONE 1,677,050 0 49,430
ALIBABA GROUP CALL COM 01609W902 3,701 250 SH Call SOLE NONE 0 0 0
ALPHABET - CLASS A COM 02079K305 2,912,108 1,089,241 SH   SOLE NONE 861,685 0 227,556
ALPHABET - CLASS C COM 02079K107 453 170 SH   SOLE NONE 0 0 170
ALTRIA GROUP COM 02209S103 11,085 243,520 SH   SOLE NONE 240,000 0 3,520
AMAZON.COM COM 023135106 1,385,469 421,751 SH   SOLE NONE 293,230 0 128,521
AMETEK COM 031100100 252,268 2,034,255 SH   SOLE NONE 1,365,336 0 668,919
AMPHENOL COM 032095101 677,417 9,250,540 SH   SOLE NONE 7,922,000 0 1,328,540
APPLE COM 037833100 1,076,899 7,610,592 SH   SOLE NONE 4,981,360 0 2,629,232
AUTOMATIC DATA PROCESSING COM 053015103 14,621 73,132 SH   SOLE NONE 66,000 0 7,132
BARRICK GOLD COM 067901108 1,001,419 55,480,311 SH   SOLE NONE 50,890,700 0 4,589,611
BARRICK GOLD CALL COM 067901908 6,516 3,610 SH Call SOLE NONE 0 0 0
BECTON DICKINSON COM 075887109 598,116 2,433,145 SH   SOLE NONE 1,706,915 0 726,230
BEIGENE ADR COM 07725L102 1,815 5,000 SH   SOLE NONE 5,000 0 0
BERKSHIRE HATHAWAY A COM 084670108 823 2 SH   SOLE NONE 0 0 2
BERKSHIRE HATHAWAY B COM 084670702 1,812,086 6,639,138 SH   SOLE NONE 5,472,810 0 1,166,328
BILIBILI ADR COM 090040106 1,489 22,500 SH   SOLE NONE 22,500 0 0
BLACKROCK COM 09247X101 918,000 1,094,603 SH   SOLE NONE 835,310 0 259,293
BOOKING HOLDINGS COM 09857L108 3,475 1,464 SH   SOLE NONE 0 0 1,464
CHARLES SCHWAB COM 808513105 261,170 3,585,524 SH   SOLE NONE 3,539,200 0 46,324
CHECK POINT SOFTWARE COM M22465104 18,612 164,650 SH   SOLE NONE 0 0 164,650
CHURCH & DWIGHT COM 171340102 14,358 173,890 SH   SOLE NONE 161,000 0 12,890
COCA-COLA COM 191216100 88,499 1,686,653 SH   SOLE NONE 5,600 0 1,681,053
COGNIZANT TECHNOLOGY COM 192446102 24,251 326,795 SH   SOLE NONE 87,000 0 239,795
COLGATE-PALMOLIVE COM 194162103 18,107 239,576 SH   SOLE NONE 182,000 0 57,576
CONOCOPHILLIPS COM 20825C104 7,576 111,792 SH   SOLE NONE 105,000 0 6,792
COSTAR GROUP COM 22160N109 36,715 426,620 SH   SOLE NONE 2,000 0 424,620
DANAHER COM 235851102 337,815 1,109,626 SH   SOLE NONE 465,660 0 643,966
DOLLAR GENERAL COM 256677105 179,636 846,781 SH   SOLE NONE 319,530 0 527,251
ELECTRONIC ARTS COM 285512109 44,569 313,316 SH   SOLE NONE 0 0 313,316
EMERSON ELECTRIC COM 291011104 1,090 11,569 SH   SOLE NONE 0 0 11,569
EPAM SYSTEMS COM 29414B104 8,557 15,000 SH   SOLE NONE 15,000 0 0
ESTEE LAUDER COM 518439104 66,608 222,078 SH   SOLE NONE 73,900 0 148,178
ETSY COM 29786A106 455,306 2,189,391 SH   SOLE NONE 1,999,830 0 189,561
EXXON MOBIL COM 30231G102 18,504 314,579 SH   SOLE NONE 254,000 0 60,579
FACEBOOK COM 30303M102 1,502,201 4,426,180 SH   SOLE NONE 3,738,530 0 687,650
FEMSA ADR COM 344419106 5,420 62,500 SH   SOLE NONE 62,500 0 0
FERRARI COM N3167Y103 6,637 31,675 SH   SOLE NONE 0 0 31,675
FIDELITY NATIONAL INFO SERVICE COM 31620M106 13,141 108,000 SH   SOLE NONE 108,000 0 0
FORTIVE COM 34959J108 699,903 9,917,859 SH   SOLE NONE 7,946,065 0 1,971,794
HDFC BANK ADR COM 40415F101 31,661 433,185 SH   SOLE NONE 287,900 0 145,285
HOME DEPOT COM 437076102 77,100 234,876 SH   SOLE NONE 42,600 0 192,276
ILLINOIS TOOL WORKS COM 452308109 850,678 4,116,912 SH   SOLE NONE 3,334,500 0 782,412
INTERCONTINENTAL EXCHANGE COM 45866F104 313,728 2,732,350 SH   SOLE NONE 2,732,350 0 0
INTUIT COM 461202103 100,087 185,514 SH   SOLE NONE 118,880 0 66,634
JOHNSON & JOHNSON COM 478160104 1,380,349 8,547,051 SH   SOLE NONE 6,729,284 0 1,817,767
JPMORGAN CHASE COM 46625H100 213 1,300 SH   SOLE NONE 0 0 1,300
KE HOLDINGS COM 482497104 1,187 65,000 SH   SOLE NONE 65,000 0 0
KIRKLAND LAKE GOLD COM 49741E100 280,525 6,745,000 SH   SOLE NONE 6,190,000 0 555,000
MASTERCARD COM 57636Q104 684,667 1,969,246 SH   SOLE NONE 1,415,890 0 553,356
MCDONALDS COM 580135101 20,772 86,152 SH   SOLE NONE 0 0 86,152
MEDTRONIC COM G5960L103 309,548 2,469,469 SH   SOLE NONE 422,750 0 2,046,719
MERCADOLIBRE COM 58733R102 18,054 10,750 SH   SOLE NONE 10,750 0 0
MICROSOFT COM 594918104 1,578,815 5,600,223 SH   SOLE NONE 3,858,950 0 1,741,273
MONDELEZ INTERNATIONAL COM 609207105 41,304 709,937 SH   SOLE NONE 19,350 0 690,587
MOODY'S COM 615369105 544,983 1,534,688 SH   SOLE NONE 1,133,285 0 401,403
NASDAQ COM 631103108 4,850 25,125 SH   SOLE NONE 0 0 25,125
NETFLIX COM 64110L106 61,022 99,980 SH   SOLE NONE 800 0 99,180
NEWMONT COM 651639106 925,207 17,038,795 SH   SOLE NONE 14,906,750 0 2,132,045
NEWMONT CALL COM 651639906 7,602 1,400 SH Call SOLE NONE 0 0 0
NIKE COM 654106103 59,083 406,825 SH   SOLE NONE 116,500 0 290,325
NVIDIA COM 67066G104 2,072 10,000 SH   SOLE NONE 10,000 0 0
ORACLE COM 68389X105 370 4,250 SH   SOLE NONE 0 0 4,250
PAYPAL COM 70450Y103 417,387 1,604,038 SH   SOLE NONE 765,985 0 838,053
PEPSICO COM 713448108 1,048,837 6,973,185 SH   SOLE NONE 6,010,450 0 962,735
PHILIP MORRIS INTERNAT. COM 718172109 413,956 4,367,080 SH   SOLE NONE 3,885,627 0 481,453
PINDUODUO ADR COM 722304102 227 2,500 SH   SOLE NONE 2,500 0 0
PINTEREST COM 72352L106 1,292,012 25,358,430 SH   SOLE NONE 22,305,376 0 3,053,054
PROCTER & GAMBLE COM 742718109 1,022,158 7,311,573 SH   SOLE NONE 6,353,400 0 958,173
ROPER TECHNOLOGIES COM 776696106 440,112 986,510 SH   SOLE NONE 702,170 0 284,340
ROSS STORES COM 778296103 20,143 185,057 SH   SOLE NONE 0 0 185,057
S&P GLOBAL COM 78409V104 123,547 290,774 SH   SOLE NONE 45,900 0 244,874
SALESFORCE.COM COM 79466L302 757,469 2,792,822 SH   SOLE NONE 2,051,135 0 741,687
SCHLUMBERGER COM 806857108 20,617 695,588 SH   SOLE NONE 0 0 695,588
SEA ADR COM 81141R100 13,546 42,500 SH   SOLE NONE 42,500 0 0
SHERWIN-WILLIAMS COM 824348106 13,687 48,929 SH   SOLE NONE 48,000 0 929
SPOTIFY TECHNOLOGY COM L8681T102 153,954 683,208 SH   SOLE NONE 547,050 0 136,158
SQUARE - CLASS A COM 852234103 5,354 22,322 SH   SOLE NONE 0 0 22,322
STONECO COM G85158106 2,604 75,000 SH   SOLE NONE 75,000 0 0
STRYKER COM 863667101 177,500 673,062 SH   SOLE NONE 224,500 0 448,562
TAIWAN SEMICONDUCTOR ADR COM 874039100 47,900 429,021 SH   SOLE NONE 206,400 0 222,621
TAKE-TWO INTERACTIVE SOFTWARE COM 874054109 6,323 41,041 SH   SOLE NONE 0 0 41,041
TENCENT MUSIC ENTERTAINMENT ADR COM 88034P109 725 100,000 SH   SOLE NONE 100,000 0 0
THERMO FISHER SCIENTIFIC COM 883556102 456,240 798,558 SH   SOLE NONE 539,520 0 259,038
TJX COMPANIES COM 872540109 20,029 303,563 SH   SOLE NONE 0 0 303,563
UBER TECHNOLOGIES COM 90353T100 571,919 12,766,046 SH   SOLE NONE 12,255,301 0 510,745
UNION PACIFIC COM 907818108 55,182 281,528 SH   SOLE NONE 0 0 281,528
VERISK ANALYTICS COM 92345Y106 599,719 2,994,554 SH   SOLE NONE 2,362,526 0 632,028
VERIZON COMMUNICATIONS COM 92343V104 23,383 432,940 SH   SOLE NONE 0 0 432,940
VISA - CLASS A COM 92826C839 775,858 3,483,090 SH   SOLE NONE 2,511,370 0 971,720
WALMART COM 931142103 94,308 676,623 SH   SOLE NONE 20,100 0 656,523
WALT DISNEY COM 254687106 43,313 256,033 SH   SOLE NONE 3,550 0 252,483
WELLS FARGO COM 949746101 231 4,970 SH   SOLE NONE 0 0 4,970
WIX.COM COM M98068105 723,113 3,689,918 SH   SOLE NONE 3,547,900 0 142,018
0,000 NICE 15.09.2025 NOTE 653656AB4 5,967 5,100,000 PRN   SOLE NONE 0 0 0
0,000 WIX.COM 15.08.2025 NOTE 92940WAD1 16,206 16,800,000 PRN   SOLE NONE 0 0 0
0,375 AKAMAI TECHNOLOGIES 01.09.2027 NOTE 00971TAL5 15,204 13,900,000 PRN   SOLE NONE 0 0 0
0,375 CHEESECAKE FACTORY 15.06.2026 NOTE 163072AA9 5,542 5,800,000 PRN   SOLE NONE 0 0 0
0,875 FORTIVE 15.02.2022 NOTE 34959JAK4 7,736 7,700,000 PRN   SOLE NONE 0 0 0
1,000 QIAGEN 13.11.2024 NOTE N72482AT4 3,237 2,600,000 PRN   SOLE NONE 0 0 0
1,500 JAZZ INVESTMENTS 15.08.2024 NOTE 472145AD3 7,726 7,600,000 PRN   SOLE NONE 0 0 0
2,000 JAZZ INVESTMENTS 15.06.2026 NOTE 472145AF8 10,519 9,050,000 PRN   SOLE NONE 0 0 0