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 COMPANY COM 88579Y101   47,279 227,098 SH   SOLE   227,098 0 0
A O SMITH COM 831865209   16,899 300,000 SH   SOLE   300,000 0 0
ABB LTD ADR (SZ) COM 000375204   19,578 786,265 SH   SOLE   786,265 0 0
ALLEGHANY CORP COM 017175100   334 561 SH   SOLE   561 0 0
ALLEGHENY TECH COM 01741R102   23,181 1,362,770 SH   SOLE   1,362,770 0 0
ALLERGAN PLC (IL) COM G0177J108   20,351 83,720 SH   SOLE   83,720 0 0
ALPHABET INC CLASS A COM 02079K305   509 548 SH   SOLE   548 0 0
ALPHABET INC CLASS C COM 02079K107   37,476 41,240 SH   SOLE   41,240 0 0
AMBARELLA (CI) COM G037AX101   218 4,500 SH   SOLE   4,500 0 0
AMERICAN EXPRESS COM 025816109   23,202 275,425 SH   SOLE   275,425 0 0
APPLE INC COM 037833100   36,790 255,449 SH   SOLE   255,449 0 0
AT&T COM 00206R102   21,143 560,383 SH   SOLE   560,383 0 0
AUTOMATIC DATA PROCESSING COM 053015103   31,290 305,391 SH   SOLE   305,391 0 0
AVERY DENNISON COM 053611109   33,067 374,186 SH   SOLE   374,186 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107   1,413 23,499 SH   SOLE   23,499 0 0
BAYER ADR (DE) COM 072730302   19,562 150,630 SH   SOLE   150,630 0 0
BB&T COM 054937107   1,619 35,650 SH   SOLE   35,650 0 0
BELDEN COM 077454106   2,784 36,910 SH   SOLE   36,910 0 0
BLACKSTONE GROUP LP UNT 09253U108   9,344 280,170 SH   SOLE   280,170 0 0
BOEING COM 097023105   316 1,600 SH   SOLE   1,600 0 0
BORG WARNER INC COM 099724106   552 13,025 SH   SOLE   13,025 0 0
BRISTOL-MYERS SQUIBB COM 110122108   602 10,805 SH   SOLE   10,805 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101   20,024 489,474 SH   SOLE   489,474 0 0
BROOKFIELD RENEWABLE COMMON LP UNT G16258108   8,576 268,495 SH   SOLE   268,495 0 0
C.R. BARD COM 067383109   4,264 13,488 SH   SOLE   13,488 0 0
CAMPBELL SOUP COM 134429109   339 6,510 SH   SOLE   6,510 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102   28,149 347,303 SH   SOLE   347,303 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100   1,223 7,605 SH   SOLE   7,605 0 0
CAPITAL ONE FINANCIAL CP COM 14040h105   296 3,587 SH   SOLE   3,587 0 0
CATERPILLAR COM 149123101   1,114 10,365 SH   SOLE   10,365 0 0
CBS CORP COM 124857202   13,394 210,000 SH   SOLE   210,000 0 0
CHARLES SCHWAB CORP COM 808513105   40,358 939,425 SH   SOLE   939,425 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104   23,555 215,945 SH   SOLE   215,945 0 0
CHEVRON CORPORATION COM 166764100   613 5,880 SH   SOLE   5,880 0 0
CHUBB LTD (SZ) COM H1467J104   402 2,765 SH   SOLE   2,765 0 0
CHURCH AND DWIGHT COM 171340102   37,282 718,621 SH   SOLE   718,621 0 0
CISCO SYSTEMS COM 17275R102   26,801 856,265 SH   SOLE   856,265 0 0
CITIGROUP INC COM 172967101   368 5,500 SH   SOLE   5,500 0 0
COCA-COLA COM 191216100   9,773 217,900 SH   SOLE   217,900 0 0
COLGATE PALMOLIVE COM 194162103   28,737 387,651 SH   SOLE   387,651 0 0
CORNING COM 219350105   44,467 1,479,752 SH   SOLE   1,479,752 0 0
COTT CORP (CA) COM 22163N106   18,916 1,310,000 SH   SOLE   1,310,000 0 0
CUMMINS INC COM 231021106   25,756 158,770 SH   SOLE   158,770 0 0
DEERE AND CO COM 244199105   29,274 236,866 SH   SOLE   236,866 0 0
DISCOVERY COMMUNICATIONS SER C COM 25470F302   454 18,000 SH   SOLE   18,000 0 0
DUKE ENERGY CORP NEW COM 26441C204   1,364 16,315 SH   SOLE   16,315 0 0
DUN & BRADSTREET COM 26483E100   234 2,165 SH   SOLE   2,165 0 0
DUPONT COM 263534109   33,417 414,041 SH   SOLE   414,041 0 0
EMERSON ELECTRIC COM 291011104   3,386 56,787 SH   SOLE   56,787 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107   9,317 344,046 SH   SOLE   344,046 0 0
EQUIFAX COM 294429105   3,207 23,336 SH   SOLE   23,336 0 0
EXXON MOBIL COM 30231g102   26,164 324,097 SH   SOLE   324,097 0 0
FEDEX CORPORATION COM 31428X106   31,590 145,356 SH   SOLE   145,356 0 0
FLUOR COM 343412102   723 15,795 SH   SOLE   15,795 0 0
FMC CORP COM 302491303   35,385 484,390 SH   SOLE   484,390 0 0
FNB CORP COM 302520101   661 46,656 SH   SOLE   46,656 0 0
GENERAL ELECTRIC COM 369604103   25,454 942,384 SH   SOLE   942,384 0 0
GILEAD SCIENCES COM 375558103   512 7,240 SH   SOLE   7,240 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733w105   835 19,358 SH   SOLE   19,358 0 0
HARRIS COM 413875105   31,257 286,555 SH   SOLE   286,555 0 0
HENRY SCHEIN INC COM 806407102   26,628 145,490 SH   SOLE   145,490 0 0
HOME DEPOT INC COM 437076102   36,402 237,303 SH   SOLE   237,303 0 0
HONEYWELL INT'L COM 438516106   41,671 312,633 SH   SOLE   312,633 0 0
HOWARD HUGHES CORP COM 44267D107   18,426 150,000 SH   SOLE   150,000 0 0
HP INC COM 40434L105   22,070 1,262,570 SH   SOLE   1,262,570 0 0
HUNTINGTON BANCSHARES COM 446150104   1,730 127,970 SH   SOLE   127,970 0 0
IBM COM 459200101   805 5,230 SH   SOLE   5,230 0 0
INGERSOLL-RAND PLC (IL) COM G47791101   23,920 261,735 SH   SOLE   261,735 0 0
INGREDION COM 457187102   607 5,095 SH   SOLE   5,095 0 0
INT'L PAPER COM 460146103   30,370 536,475 SH   SOLE   536,475 0 0
INTEL CORP COM 458140100   229 6,790 SH   SOLE   6,790 0 0
INTL FLAVORS& FRAGRANCES COM 459506101   2,289 16,955 SH   SOLE   16,955 0 0
IPG PHOTONICS COM 44980X109   22,128 152,500 SH   SOLE   152,500 0 0
JACK HENRY ASSOC COM 426281101   24,409 235,000 SH   SOLE   235,000 0 0
JOHNSON & JOHNSON COM 478160104   41,249 311,809 SH   SOLE   311,809 0 0
JPMORGAN CHASE COM 46625h100   983 10,759 SH   SOLE   10,759 0 0
KIMBERLY-CLARK COM 494368103   3,333 25,812 SH   SOLE   25,812 0 0
KRAFT HEINZ COM 500754106   1,976 23,070 SH   SOLE   23,070 0 0
KROGER COM 501044101   1,558 66,824 SH   SOLE   66,824 0 0
LEGGETT & PLATT COM 524660107   24,965 475,245 SH   SOLE   475,245 0 0
LEUCADIA NAT'L CORP COM 527288102   379 14,500 SH   SOLE   14,500 0 0
LINCOLN NATIONAL COM 534187109   201 2,975 SH   SOLE   2,975 0 0
LOCKHEED MARTIN COM 539830109   32,639 117,571 SH   SOLE   117,571 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106   31,688 1,689,135 SH   SOLE   1,689,135 0 0
MARSH & MCLENNAN COM 571748102   22,588 289,739 SH   SOLE   289,739 0 0
MCCORMICK & CO COM 579780206   32,315 331,403 SH   SOLE   331,403 0 0
MEDTRONIC PLC (IL) COM G5960L103   360 4,055 SH   SOLE   4,055 0 0
MERCK & CO INC NEW COM 58933Y105   275 4,289 SH   SOLE   4,289 0 0
METLIFE COM 59156R108   1,351 24,595 SH   SOLE   24,595 0 0
MICROSOFT COM 594918104   5,587 81,058 SH   SOLE   81,058 0 0
MINERALS TECHNOLOGIES COM 603158106   366 5,000 SH   SOLE   5,000 0 0
MONDELEZ INTERNATIONAL COM 609207105   229 5,310 SH   SOLE   5,310 0 0
MTS SYSTEMS COM 553777103   10,878 210,000 SH   SOLE   210,000 0 0
NESTLE SA ADR (SZ) COM 641069406   1,719 19,708 SH   SOLE   19,708 0 0
NEWELL BRANDS COM 651229106   29,009 541,005 SH   SOLE   541,005 0 0
NEXTERA ENERGY COM 65339F101   875 6,245 SH   SOLE   6,245 0 0
NOKIA (FI) COM 654902204   29,843 4,844,575 SH   SOLE   4,844,575 0 0
NORFOLK SOUTHERN COM 655844108   637 5,235 SH   SOLE   5,235 0 0
NUCOR COM 670346105   13,310 230,000 SH   SOLE   230,000 0 0
OLIN COM 680665205   24,896 822,205 SH   SOLE   822,205 0 0
ORACLE CORP COM COM 68389X105   496 9,890 SH   SOLE   9,890 0 0
ORION ENGINEERED CARBONS (LU) COM L72967109   13,139 658,605 SH   SOLE   658,605 0 0
PARKER-HANNIFIN COM 701094104   1,847 11,555 SH   SOLE   11,555 0 0
PENTAIR PLC (IL) COM G7S00T104   349 5,250 SH   SOLE   5,250 0 0
PEPSICO COM 713448108   34,781 301,159 SH   SOLE   301,159 0 0
PFIZER COM 717081103   2,490 74,120 SH   SOLE   74,120 0 0
PNC FINL SVCS GROUP COM COM 693475105   272 2,175 SH   SOLE   2,175 0 0
PROCTER & GAMBLE COM 742718109   5,246 60,197 SH   SOLE   60,197 0 0
PRUDENTIAL PLC (GB) COM 74435K204   19,554 425,000 SH   SOLE   425,000 0 0
RANGE RESOURCES CORP COM 75281A109   473 20,400 SH   SOLE   20,400 0 0
ROCKWELL AUTOMATION COM 773903109   729 4,500 SH   SOLE   4,500 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102   1,098 15,145 SH   SOLE   15,145 0 0
ROYAL DUTCH SHELL PLC ADR A (N COM 780259206   215 4,049 SH   SOLE   4,049 0 0
S & P GLOBAL COM 78409V104   40,312 276,128 SH   SOLE   276,128 0 0
SIEMENS AG ADR (DE) COM 826197501   19,639 284,000 SH   SOLE   284,000 0 0
SNAP-ON COM 833034101   22,570 142,850 SH   SOLE   142,850 0 0
SOLAREDGE TECHNOLOGIES (IS) COM 83417M104   400 20,000 SH   SOLE   20,000 0 0
STATE STREET COM 857477103   265 2,950 SH   SOLE   2,950 0 0
SUBURBAN PROPANE PARTNERS LP MLP 864482104   4,766 200,350 SH   SOLE   200,350 0 0
TECK RESOURCES LTD (CA) COM 878742204   322 18,565 SH   SOLE   18,565 0 0
TELEDYNE TECHNOLOGIES COM 879360105   34,551 270,668 SH   SOLE   270,668 0 0
TERRA NITROGEN CO LP UNT 881005201   8,852 103,100 SH   SOLE   103,100 0 0
TETRA TECH COM 88162G103   27,027 590,755 SH   SOLE   590,755 0 0
TEXAS INSTRUMENTS COM 882508104   39,442 512,698 SH   SOLE   512,698 0 0
THERMO FISHER SCIENTIFIC COM 883556102   37,136 212,848 SH   SOLE   212,848 0 0
TRANSCANADA CORP ADR (CA) COM 89353D107   581 12,185 SH   SOLE   12,185 0 0
TRINSEO S.A. (LU) COM L9340P101   20,610 300,000 SH   SOLE   300,000 0 0
U S CONCRETE COM 90333L201   3,333 42,435 SH   SOLE   42,435 0 0
UNILEVER PLC ADR (GB) COM 904767704   784 14,495 SH   SOLE   14,495 0 0
UNION PACIFIC COM 907818108   24,820 227,898 SH   SOLE   227,898 0 0
UNITED TECHNOLOGIES COM 913017109   990 8,110 SH   SOLE   8,110 0 0
VEOLIA ENVIRONNEMENT (FR) COM 92334N103   12,095 570,000 SH   SOLE   570,000 0 0
VERIZON COMMUNICATIONS COM 92343V104   574 12,854 SH   SOLE   12,854 0 0
VERMILION ENERGY (CA) COM 923725105   17,183 541,550 SH   SOLE   541,550 0 0
VERTEX PHARMACEUTICALS COM 92532F100   23,197 180,000 SH   SOLE   180,000 0 0
VISA COM 92826C839   29,317 312,612 SH   SOLE   312,612 0 0
VMWARE INC COM 928563402   15,425 176,425 SH   SOLE   176,425 0 0
VULCAN MATERIALS COM 929160109   17,970 141,850 SH   SOLE   141,850 0 0
WALGREENS BOOTS ALLIANCE COM 931427108   29,349 374,786 SH   SOLE   374,786 0 0
WALT DISNEY COM 254687106   28,062 264,111 SH   SOLE   264,111 0 0
WELLTOWER INC COM 95040Q104   1,938 25,890 SH   SOLE   25,890 0 0
WESTERN DIGITAL CORP COM 958102105   253 2,855 SH   SOLE   2,855 0 0
WEYERHAEUSER COM 962166104   2,657 79,308 SH   SOLE   79,308 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102   14,122 710,000 SH   SOLE   710,000 0 0
XYLEM COM 98419M100   1,690 30,485 SH   SOLE   30,485 0 0