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
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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 COMPANY COM 88579Y101 6,465 36,857 SH   SOLE   36,857 0 0
ABB LTD ADR (SZ) COM 000375204 20,596 617,384 SH   SOLE   617,384 0 0
ABBOTT LABORATORIES COM 002824100 520 4,399 SH   SOLE   4,399 0 0
ABBVIE INC COM 00287Y109 291 2,695 SH   SOLE   2,695 0 0
ACCENTURE LTD (IL) COM G1151C101 44,138 137,965 SH   SOLE   137,965 0 0
ADOBE COM 00724F101 59,577 103,483 SH   SOLE   103,483 0 0
AGILENT TECHNOLOGIES COM 00846U101 317 2,010 SH   SOLE   2,010 0 0
AIR PRODUCTS AND CHEMICALS COM 009158106 1,239 4,836 SH   SOLE   4,836 0 0
AKAMAI TECHNOLOGIES COM 00971T101 2,003 19,150 SH   SOLE   19,150 0 0
ALEXANDRIA REAL ESTATE EQUITIE COM 015271109 20,062 105,000 SH   SOLE   105,000 0 0
ALPHABET INC CLASS A COM 02079K305 1,385 518 SH   SOLE   518 0 0
ALPHABET INC CLASS C COM 02079K107 50,963 19,121 SH   SOLE   19,121 0 0
AMAZON.COM INC COM 023135106 54,049 16,453 SH   SOLE   16,453 0 0
AMERICAN EXPRESS COM 025816109 30,445 181,730 SH   SOLE   181,730 0 0
AMERICAN WATER WORKS COM 030420103 2,838 16,787 SH   SOLE   16,787 0 0
ANALOG DEVICES INC COM COM 032654105 248 1,481 SH   SOLE   1,481 0 0
AON PLC COM 037389103 317 1,110 SH   SOLE   1,110 0 0
APPLE INC COM 037833100 86,955 614,520 SH   SOLE   614,520 0 0
AT&T COM 00206R102 898 33,253 SH   SOLE   33,253 0 0
AUTOMATIC DATA PROCESSING COM 053015103 47,634 238,263 SH   SOLE   238,263 0 0
AVERY DENNISON COM 053611109 66,819 322,470 SH   SOLE   322,470 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,323 21,506 SH   SOLE   21,506 0 0
BECTON DICKINSON & CO COM 075887109 1,637 6,661 SH   SOLE   6,661 0 0
BHP GROUP LTD (AU) COM 088606108 1,183 22,100 SH   SOLE   22,100 0 0
BLACKSTONE INC COM 09260D107 78,781 677,166 SH   SOLE   677,166 0 0
BRISTOL-MYERS SQUIBB COM 110122108 562 9,490 SH   SOLE   9,490 0 0
BROOKFIELD INFRASTRUCTURE CORP COM 11275Q107 306 5,117 SH   SOLE   5,117 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 26,688 475,644 SH   SOLE   475,644 0 0
BROOKFIELD RENEWABLE CORP-A (C COM 11284V105 2,019 52,010 SH   SOLE   52,010 0 0
BROOKFIELD RENEWABLE PARTNERS UNT G16258108 24,372 660,300 SH   SOLE   660,300 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 7,366 63,694 SH   SOLE   63,694 0 0
CANADIAN NATURAL RESOURCES ADR COM 136385101 18,270 500,000 SH   SOLE   500,000 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 2,810 43,190 SH   SOLE   43,190 0 0
CAPITAL ONE FINANCIAL CP COM 14040h105 352 2,174 SH   SOLE   2,174 0 0
CATERPILLAR COM 149123101 2,013 10,484 SH   SOLE   10,484 0 0
CHARLES SCHWAB CORP COM 808513105 75,423 1,035,459 SH   SOLE   1,035,459 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 834 7,375 SH   SOLE   7,375 0 0
CHEVRON COM 166764100 908 8,950 SH   SOLE   8,950 0 0
CHUBB LTD (SZ) COM H1467J104 435 2,510 SH   SOLE   2,510 0 0
CHURCH AND DWIGHT COM 171340102 46,606 564,444 SH   SOLE   564,444 0 0
CISCO SYSTEMS COM 17275R102 40,860 750,691 SH   SOLE   750,691 0 0
CITIGROUP INC COM 172967101 226 3,220 SH   SOLE   3,220 0 0
COCA-COLA COM 191216100 1,815 34,600 SH   SOLE   34,600 0 0
COLGATE PALMOLIVE COM 194162103 5,586 73,913 SH   SOLE   73,913 0 0
CORNING COM 219350105 41,485 1,136,878 SH   SOLE   1,136,878 0 0
COSTCO WHOLESALE COM 22160K105 63,525 141,371 SH   SOLE   141,371 0 0
CROWN CASTLE INT'L COM 22822V101 21,764 125,573 SH   SOLE   125,573 0 0
CUMMINS INC COM 231021106 539 2,400 SH   SOLE   2,400 0 0
DEERE & CO COM 244199105 63,136 188,427 SH   SOLE   188,427 0 0
DIGITAL REALTY TRUST COM 253868103 942 6,519 SH   SOLE   6,519 0 0
DOW INC COM 260557103 402 6,989 SH   SOLE   6,989 0 0
DUKE ENERGY CORP NEW COM 26441C204 886 9,079 SH   SOLE   9,079 0 0
DUPONT DE NEMOURS COM 26614N102 919 13,520 SH   SOLE   13,520 0 0
EATON CORP COM g29183103 284 1,900 SH   SOLE   1,900 0 0
EMERSON ELECTRIC COM 291011104 6,650 70,592 SH   SOLE   70,592 0 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 11,874 548,700 SH   SOLE   548,700 0 0
EQUIFAX COM 294429105 2,174 8,578 SH   SOLE   8,578 0 0
EQUINIX COM 29444U700 22,124 28,000 SH   SOLE   28,000 0 0
ESTEE LAUDER COM 518439104 289 965 SH   SOLE   965 0 0
FEDEX CORPORATION COM 31428X106 930 4,239 SH   SOLE   4,239 0 0
FMC CORP COM 302491303 5,275 57,615 SH   SOLE   57,615 0 0
FNB CORP COM 302520101 429 36,936 SH   SOLE   36,936 0 0
GARMIN LTD (SZ) COM H2906T109 34,512 222,000 SH   SOLE   222,000 0 0
GENERAC HOLDINGS COM 368736104 40,550 99,225 SH   SOLE   99,225 0 0
GENERAL ELECTRIC COM 369604103 373 3,620 SH   SOLE   3,620 0 0
GLADSTONE LAND CORP COM 376549101 13,662 600,000 SH   SOLE   600,000 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733W105 202 5,274 SH   SOLE   5,274 0 0
HANNON ARMSTRONG SUSTAINABLE I COM 41068X100 16,846 315,000 SH   SOLE   315,000 0 0
HOME DEPOT COM 437076102 71,351 217,362 SH   SOLE   217,362 0 0
HONEYWELL INT'L COM 438516106 72,205 340,142 SH   SOLE   340,142 0 0
HUNTINGTON BANCSHARES COM 446150104 362 23,400 SH   SOLE   23,400 0 0
IBM COM 459200101 613 4,410 SH   SOLE   4,410 0 0
INGERSOLL RAND (IL) COM 45687V106 216 4,277 SH   SOLE   4,277 0 0
INT'L PAPER COM 460146103 3,784 67,675 SH   SOLE   67,675 0 0
INTEL CORP COM 458140100 298 5,601 SH   SOLE   5,601 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 33,547 250,875 SH   SOLE   250,875 0 0
JOHNSON & JOHNSON COM 478160104 58,091 359,694 SH   SOLE   359,694 0 0
JOHNSON CONTROLS (IL) COM G51502105 36,270 532,750 SH   SOLE   532,750 0 0
JPMORGAN CHASE COM 46625H100 71,709 438,076 SH   SOLE   438,076 0 0
KIMBERLY-CLARK COM 494368103 2,955 22,314 SH   SOLE   22,314 0 0
L3HARRIS COM 502431109 28,316 128,568 SH   SOLE   128,568 0 0
LEGGETT & PLATT COM 524660107 351 7,831 SH   SOLE   7,831 0 0
LIFE STORAGE COM 53223X107 11,474 100,000 SH   SOLE   100,000 0 0
LM ERICSSON TELEPHONE ADR (SE) COM 294821608 31,213 2,786,880 SH   SOLE   2,786,880 0 0
LOCKHEED MARTIN COM 539830109 42,387 122,824 SH   SOLE   122,824 0 0
LOWE'S COMPANIES COM 548661107 404 1,992 SH   SOLE   1,992 0 0
LULULEMON ATHLETICA COM 550021109 28,329 70,000 SH   SOLE   70,000 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 888 46,165 SH   SOLE   46,165 0 0
MARSH & MCLENNAN COM 571748102 1,061 7,009 SH   SOLE   7,009 0 0
MASTERCARD INC CL A COM 57636q104 6,036 17,360 SH   SOLE   17,360 0 0
MCCORMICK & CO COM 579780206 55,980 690,860 SH   SOLE   690,860 0 0
MCDONALD'S COM 580135101 1,695 7,032 SH   SOLE   7,032 0 0
MEDTRONIC PLC (IL) COM G5960L103 54,491 434,710 SH   SOLE   434,710 0 0
MERCK & CO INC NEW COM 58933Y105 249 3,309 SH   SOLE   3,309 0 0
MICROSOFT COM 594918104 82,568 292,877 SH   SOLE   292,877 0 0
MONDELEZ INTERNATIONAL COM 609207105 302 5,185 SH   SOLE   5,185 0 0
NESTLE SA ADR (SZ) COM 641069406 8,898 74,020 SH   SOLE   74,020 0 0
NEWMONT CORP COM 651639106 1,953 35,972 SH   SOLE   35,972 0 0
NEXTERA ENERGY COM 65339F101 4,038 51,422 SH   SOLE   51,422 0 0
NEXTERA ENERGY PARTNERS LP COM 65341B106 25,890 343,550 SH   SOLE   343,550 0 0
NORDSON CORP COM 655663102 43,647 183,275 SH   SOLE   183,275 0 0
NORFOLK SOUTHERN COM 655844108 1,164 4,865 SH   SOLE   4,865 0 0
NOVARTIS AG ADS (SZ) COM 66987v109 388 4,745 SH   SOLE   4,745 0 0
NVIDIA CORP COM COM 67066G104 62,135 299,937 SH   SOLE   299,937 0 0
OLIN COM 680665205 16,115 334,000 SH   SOLE   334,000 0 0
ORACLE CORP COM COM 68389X105 703 8,065 SH   SOLE   8,065 0 0
PALO ALTO NETWORKS COM 697435105 20,118 42,000 SH   SOLE   42,000 0 0
PARKER-HANNIFIN COM 701094104 2,568 9,185 SH   SOLE   9,185 0 0
PAYPAL HOLDINGS COM 70450Y103 59,242 227,671 SH   SOLE   227,671 0 0
PEPSICO COM 713448108 8,636 57,417 SH   SOLE   57,417 0 0
PFIZER COM 717081103 3,873 90,052 SH   SOLE   90,052 0 0
PROCTER & GAMBLE COM 742718109 56,180 401,857 SH   SOLE   401,857 0 0
PROLOGIS COM 74340W103 27,856 222,081 SH   SOLE   222,081 0 0
PURE STORAGE COM 74624M102 22,644 900,000 SH   SOLE   900,000 0 0
RAYTHEON TECHNOLOGIES COM 75513E101 677 7,872 SH   SOLE   7,872 0 0
ROCHE HOLDING AG (SZ) COM 771195104 2,951 64,907 SH   SOLE   64,907 0 0
ROCKWELL AUTOMATION COM 773903109 926 3,150 SH   SOLE   3,150 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 1,445 14,527 SH   SOLE   14,527 0 0
S & P GLOBAL COM 78409V104 76,843 180,854 SH   SOLE   180,854 0 0
SNAP-ON COM 833034101 553 2,645 SH   SOLE   2,645 0 0
SOFI TECHNOLOGIES COM 83406F102 15,880 1,000,000 SH   SOLE   1,000,000 0 0
SOLAREDGE TECHNOLOGIES COM 83417M104 24,400 92,000 SH   SOLE   92,000 0 0
SONOS INC COM 83570H108 17,798 550,000 SH   SOLE   550,000 0 0
SONY CORP (JP) COM 835699307 45,021 407,139 SH   SOLE   407,139 0 0
STARBUCKS CORPORATION COM 855244109 212 1,921 SH   SOLE   1,921 0 0
STATE STREET COM 857477103 1,651 19,493 SH   SOLE   19,493 0 0
SUBURBAN PROPANE PARTNERS LP UNT 864482104 9,210 600,000 SH   SOLE   600,000 0 0
SUNOCO LP COM 86765K109 22,392 600,000 SH   SOLE   600,000 0 0
TAIWAN SEMICONDUCTOR MFG (TW) COM 874039100 372 3,330 SH   SOLE   3,330 0 0
TELEDYNE TECHNOLOGIES COM 879360105 79,297 184,593 SH   SOLE   184,593 0 0
TETRA TECH COM 88162G103 62,047 415,475 SH   SOLE   415,475 0 0
TEXAS INSTRUMENTS COM 882508104 70,663 367,636 SH   SOLE   367,636 0 0
THERMO FISHER SCIENTIFIC COM 883556102 83,883 146,821 SH   SOLE   146,821 0 0
TOYOTA MOTOR (JP) COM 892331307 1,075 6,050 SH   SOLE   6,050 0 0
TRANE TECHNOLOGIES PLC (IL) COM G8994E103 1,033 5,985 SH   SOLE   5,985 0 0
TRUIST FINANCIAL CORP COM 89832Q109 2,282 38,915 SH   SOLE   38,915 0 0
UNILEVER PLC ADR (GB) COM 904767704 339 6,248 SH   SOLE   6,248 0 0
UNION PACIFIC COM 907818108 56,777 289,662 SH   SOLE   289,662 0 0
UNITED PARCEL SERVICE COM 911312106 4,262 23,403 SH   SOLE   23,403 0 0
UNITEDHEALTH GROUP COM 91324P102 31,996 81,885 SH   SOLE   81,885 0 0
VERIZON COMMUNICATIONS COM 92343V104 5,132 95,017 SH   SOLE   95,017 0 0
VERTEX PHARMACEUTICALS COM 92532F100 32,404 178,645 SH   SOLE   178,645 0 0
VERTIV HOLDINGS COM 92537N108 49,376 2,049,650 SH   SOLE   2,049,650 0 0
VIAVI SOLUTIONS COM 925550105 22,036 1,400,000 SH   SOLE   1,400,000 0 0
VISA COM 92826C839 55,345 248,464 SH   SOLE   248,464 0 0
VULCAN MATERIALS COM 929160109 1,234 7,294 SH   SOLE   7,294 0 0
WALMART COM 931142103 38,154 273,742 SH   SOLE   273,742 0 0
WALT DISNEY COM 254687106 52,591 310,875 SH   SOLE   310,875 0 0
WASTE MANAGEMENT COM 94106L109 3,538 23,686 SH   SOLE   23,686 0 0
WELLTOWER COM 95040Q104 27,435 332,943 SH   SOLE   332,943 0 0
WEYERHAEUSER COM 962166104 26,817 753,908 SH   SOLE   753,908 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102 1,524 40,545 SH   SOLE   40,545 0 0
XYLEM COM 98419M100 7,661 61,944 SH   SOLE   61,944 0 0
ZOETIS COM 98978V103 67,929 349,896 SH   SOLE   349,896 0 0