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
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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
3M CoCOM88579Y10110,44554,211SH SOLE 54,21100
Abbott LaboratoriesCOM0028241001,0138,453SH SOLE 8,45300
AbbVie IncCOM00287Y1091,87417,318SH SOLE 17,31800
Accenture PLC ASHS CLASS AG1151C10120,82775,392SH SOLE 71,35504,037
Adobe Systems IncCOM00724F101257541SH SOLE 53803
Air Products & Chemicals IncCOM0091581066,01621,382SH SOLE 20,8330549
Alaska Air Group IncCOM01165910977511,197SH SOLE 11,19700
Alleghany CorpCOM01717510021,00533,539SH SOLE 32,27101,268
Allstate CorpCOM02000210130,053261,559SH SOLE 256,73304,826
Alphabet Inc ACAP STK CL A02079K30517,9488,702SH SOLE 8,0810621
Alphabet Inc CCAP STK CL C02079K1072,6291,271SH SOLE 1,257014
Amazon.com IncCOM0231351063,4561,117SH SOLE 9280189
Amdocs LtdSHSG026021032733,897SH SOLE 3,89700
American Electric Power Co IncCOM0255371012112,495SH SOLE 2,49500
American Express CoCOM0258161091,0107,142SH SOLE 7,057085
American International Group IncCOM NEW0268747843,46174,887SH SOLE 51,362023,525
American Tower CorpCOM03027X1006122,560SH SOLE 2,56000
Ameriprise Financial IncCOM03076C106209898SH SOLE 89800
Amgen IncCOM03116210026,968108,389SH SOLE 107,7780611
Analog Devices IncCOM0326541052051,324SH SOLE 1,32400
Apollo Global Management IncCOM CL A03768E1052946,250SH SOLE 6,25000
Apple IncCOM03783310093,297763,792SH SOLE 723,713040,079
Applied Materials IncCOM0382221053202,393SH SOLE 2,39300
Ares Capital CorpCOM04010L10321711,622SH SOLE 11,62200
Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary ShareSPONSORED ADR04635310830,052604,425SH SOLE 588,233016,192
AT&T IncCOM00206R10234,9781,155,536SH SOLE 1,117,455038,081
Automatic Data Processing IncCOM0530151034502,387SH SOLE 1,18701,200
AutoZone IncCOM0533321029,5696,814SH SOLE 6,3900424
Avangrid IncCOM05351W1038,722175,115SH SOLE 175,11500
B2Gold CorpCOM11777Q2098620,000SH SOLE 20,00000
Baker Hughes CoCL A05722G10021,258983,698SH SOLE 919,561064,137
Bank of America CorporationCOM06050510434,635895,196SH SOLE 885,51709,679
Baxter International IncCOM0718131093994,726SH SOLE 4,72600
Becton, Dickinson and CoCOM07588710914,12658,094SH SOLE 56,68301,411
Berkshire Hathaway Inc BCL B NEW08467070220,57880,550SH SOLE 76,22204,328
Blackbaud IncCOM09227Q1007,115100,095SH SOLE 98,77001,325
Blackbaud IncCOM09227Q100680SH SOLE 8000
BlackRock IncCOM09247X10131,46741,736SH SOLE 40,19401,542
Blackstone Group LPCOM09260D10710,124135,840SH SOLE 124,965010,875
Boeing CoCOM0970231053,50513,758SH SOLE 13,75602
Booking Hldgs IncCOM09857L108245105SH SOLE 10500
Bristol-Myers Squibb CompanyCOM1101221083515,561SH SOLE 3,88101,680
C.H. Robinson Worldwide IncCOM NEW12541W2091,63217,100SH SOLE 16,3000800
Canadian Pacific Railway LtdCOM13645T1001,1383,000SH SOLE 3,00000
Carrier Global Corp-WiCOM14448C1042255,338SH SOLE 5,33800
Caterpillar IncCOM14912310111,60750,058SH SOLE 48,54301,515
Celanese CorpCOM1508701034372,920SH SOLE 2,92000
Centene CorpCOM15135B1013,45754,090SH SOLE 54,09000
Charles Schwab CorpCOM80851310550,365772,703SH SOLE 767,91604,787
Chevron CorpCOM16676410028,435271,355SH SOLE 269,20102,154
Chubb LtdCOMH1467J10411,34671,821SH SOLE 70,04101,780
Ciena CorpCOM NEW17177930929,339536,165SH SOLE 522,078014,087
Cisco Systems IncCOM17275R10245,742884,591SH SOLE 859,089025,502
Citigroup IncCOM NEW17296742425,382348,900SH SOLE 323,546025,354
CME Group Inc Class ACOM12572Q1059284,546SH SOLE 4,54600
Coca-Cola CoCOM1912161002514,755SH SOLE 4,75500
Coherent IncCOM1924791033461,370SH SOLE 1,37000
Colgate-Palmolive CoCOM1941621032813,570SH SOLE 3,57000
Columbia Banking System IncCOM19723610277918,079SH SOLE 18,07900
Columbia Sportswear CoCOM1985161061,91118,087SH SOLE 18,08700
Comcast Corp Class ACL A20030N1011,48127,378SH SOLE 27,37800
ConocoPhillipsCOM20825C10483115,684SH SOLE 13,78401,900
CoreLogic IncCOM21871D1032222,800SH SOLE 2,80000
Corporate Office Properties TrustSH BEN INT22002T1081,09641,628SH SOLE 41,62800
Costco Wholesale CorpCOM22160K1059,71727,568SH SOLE 26,6280940
CSX CorpCOM1264081036206,429SH SOLE 6,42900
CVS Health CorpCOM12665010016,681221,735SH SOLE 210,165011,570
Diageo PLCSPON ADR NEW25243Q2054612,808SH SOLE 2,80800
Discovery Communications Inc CCOM SER C25470F3023,819103,535SH SOLE 103,53500
Duke Energy CorpCOM NEW26441C2042482,573SH SOLE 2,57300
Eaton Corp PLCSHSG291831035,08736,785SH SOLE 34,30502,480
Ecolab IncCOM2788651004,45120,790SH SOLE 19,45001,340
Eli Lilly and CoCOM5324571085703,053SH SOLE 3,05300
Embraer SA ADRSPONSORED ADS29082A10735,6293,559,358SH SOLE 3,459,682099,676
Emerson Electric CoCOM2910111045,68062,960SH SOLE 60,23102,729
Equinix IncCOM29444U700213313SH SOLE 31300
Extended Stay America IncUNIT 99/99/9999B30224P20027,0831,371,279SH SOLE 1,326,387044,892
Exxon Mobil CorpCOM30231G1022,53945,480SH SOLE 45,48000
Facebook Inc ACL A30303M10228,17795,669SH SOLE 89,32106,348
Fastenal CoCOM3119001041,11022,082SH SOLE 22,08200
FedEx CorpCOM31428X10626,49193,264SH SOLE 89,21104,053
First American Financial CorpCOM31847R1022674,717SH SOLE 4,71700
First Republic BankCOM33616C10031,659189,859SH SOLE 186,46503,394
FirstEnergy CorpCOM33793210724,244698,884SH SOLE 678,059020,825
Flex LtdORDY2573F10222,9591,253,896SH SOLE 1,210,976042,920
Ford Motor CoCOM34537086022,6511,849,061SH SOLE 1,723,4410125,620
General Dynamics CorpCOM36955010820,995115,639SH SOLE 111,72703,912
General Electric CoCOM36960410317313,176SH SOLE 10,07603,100
Gilead Sciences IncCOM37555810323,431362,533SH SOLE 350,167012,366
Goldman Sachs Group IncCOM38141G10439,565120,993SH SOLE 117,85203,141
Harsco CorpCOM41586410785649,898SH SOLE 49,89800
Healthpeak Properties OrdCOM42250P1036,090191,885SH SOLE 189,02002,865
Hill-Rom Holdings IncCOM43147510211,155100,965SH SOLE 99,42001,545
Hologic IncCOM4364401011,51320,345SH SOLE 20,0500295
Honeywell International IncCOM4385161061,7788,190SH SOLE 8,19000
HP IncCOM40434L10544,1741,391,304SH SOLE 1,345,160046,144
Imax CorpCOM45245E1099,004447,956SH SOLE 426,114021,842
Ingredion IncCOM4571871026,03067,061SH SOLE 66,5480513
Intel CorpCOM45814010043,442678,779SH SOLE 663,698015,081
Intercontinental Exchange IncCOM45866F10416,112144,269SH SOLE 142,76201,507
International Business Machines CorpCOM4592001015564,173SH SOLE 3,7730400
International Paper CoCOM46014610321,741402,097SH SOLE 389,556012,541
Jewett-Cameron Trading Co LtdCOM NEW47733C20725524,592SH SOLE 24,59200
JM Smucker CoCOM NEW8326964057666,050SH SOLE 6,05000
Johnson & JohnsonCOM47816010440,823248,390SH SOLE 236,643011,747
JPMorgan Chase & CoCOM46625H10065,336429,192SH SOLE 417,569011,623
Kellogg CoCOM4878361089,108143,892SH SOLE 138,67105,221
Keysight Technologies IncCOM49338L1032611,819SH SOLE 1,81900
Kimberly-Clark CorpCOM4943681033422,459SH SOLE 2,45900
Kinder Morgan Inc PCOM49456B1019,763586,345SH SOLE 543,905042,440
Lam Research CorpCOM5128071088391,410SH SOLE 1,41000
Leggett & Platt IncCOM5246601075,581122,259SH SOLE 122,25900
Lockheed Martin CorpCOM5398301094101,110SH SOLE 1,11000
Madison Square Garden Sports CorpCL A55825T1037,06339,357SH SOLE 39,0710286
Magna International IncCOM55922240126,482300,797SH SOLE 290,112010,685
Marsh & Mclennan Companies IncCOM5717481023,32827,324SH SOLE 27,32400
Mastercard Inc ACL A57636Q1047252,037SH SOLE 2,03700
McCormick & Co IncCOM NON VTG57978020694010,545SH SOLE 10,54500
McDonald's CorpCOM5801351014391,959SH SOLE 1,95900
McKesson CorpCOM58155Q10328,592146,598SH SOLE 141,41005,188
Medtronic PLCSHSG5960L10323,940202,656SH SOLE 195,00707,649
Merck & Co IncCOM58933Y10530,399394,336SH SOLE 386,55107,785
Methanex CorpCOM59151K10812,727346,765SH SOLE 335,025011,740
Micron Technology IncCOM5951121036,14169,613SH SOLE 69,61300
Microsoft CorpCOM59491810497,423413,213SH SOLE 402,711010,502
Molson Coors Brewing Co BCL B60871R20921,277415,963SH SOLE 395,158020,805
Morgan StanleyCOM NEW6174464488,433108,593SH SOLE 107,9830610
Newell Brands IncCOM6512291061,79066,834SH SOLE 66,83400
Newmont Mining CorpCOM65163910620,237335,767SH SOLE 327,51808,249
Nextera Energy IncCOM65339F1011,40918,635SH SOLE 18,63500
Nike Inc BCL B6541061033,17723,908SH SOLE 23,90800
Norfolk Southern CorpCOM6558441082951,100SH SOLE 1,10000
Northwest Natural Holding CoCOM66765N1052374,390SH SOLE 2,09002,300
Novartis AgSPONSORED ADR66987V1091,07912,617SH SOLE 12,61700
OpGen IncCOM68373L3075020,000SH SOLE 20,00000
Oracle CorpCOM68389X10575510,762SH SOLE 10,76200
PACCAR IncCOM6937181082302,472SH SOLE 2,47200
Palantir Technologies IncCL A69608A10835915,412SH SOLE 15,41200
PepsiCo IncCOM7134481081,87913,286SH SOLE 13,28600
Pfizer IncCOM71708110334,995965,925SH SOLE 932,651033,274
Philip Morris International IncCOM7181721093053,433SH SOLE 3,43300
Phillips 66COM7185461042,98136,553SH SOLE 36,55300
Pioneer Natural Resources CoCOM7237871079215,802SH SOLE 5,80200
PNC Financial Services Group IncCOM6934751056093,471SH SOLE 3,47100
Portland General Electric CoCOM NEW7365088475,547116,863SH SOLE 116,1930670
Primerica IncCOM74164M1085053,419SH SOLE 3,41900
Procter & Gamble CoCOM74271810927,960206,454SH SOLE 196,90109,553
Prologis IncCOM74340W1033363,168SH SOLE 3,16800
QUALCOMM IncCOM74752510332,970248,658SH SOLE 241,41607,242
Quest Diagnostics IncCOM74834L10014,690114,463SH SOLE 106,78207,681
Raytheon Technologies OrdCOM75513E10127,345353,890SH SOLE 352,68901,201
Realty Income CorpCOM7561091046,30999,350SH SOLE 88,915010,435
Royal Dutch Shell PLCSPONS ADR A78025920613,867353,658SH SOLE 318,584035,074
Royal Philips NV ADRNY REG SH NEW5004723031,04218,264SH SOLE 18,1350129
Salesforce.com IncCOM79466L30222,295105,229SH SOLE 102,65402,575
SAP SE ADRSPON ADR80305420421,016171,153SH SOLE 163,79607,357
Schlumberger LtdCOM8068571081,38250,813SH SOLE 50,81300
Southern CoCOM8425871078,041129,355SH SOLE 129,1270228
Starbucks CorpCOM85524410913,487123,428SH SOLE 114,95308,475
State Street CorporationCOM8574771031,86622,215SH SOLE 18,48003,735
Stryker CorpCOM8636671011,1124,565SH SOLE 4,56500
Sysco CorpCOM87182910783410,587SH SOLE 8,89701,690
Taiwan Semiconductor Manufacturing Co LtdSPONSORED ADS8740391002281,928SH SOLE 1,92800
Target CorpCOM87612E1061,4937,540SH SOLE 7,54000
TE Connectivity LtdREG SHSH8498910428,453220,380SH SOLE 218,80501,575
Tesla Motors IncCOM88160R1018461,267SH SOLE 1,26700
Texas Instruments IncCOM8825081043461,829SH SOLE 1,82900
The Home Depot IncCOM43707610231,989104,796SH SOLE 101,35403,442
The Howard Hughes CorpCOM44267D10710,794113,467SH SOLE 103,90609,561
The Kroger CoCOM50104410130,999861,336SH SOLE 840,514020,822
The Wendy's CoCOM95058W10027913,765SH SOLE 13,76500
Thermo Fisher Scientific IncCOM8835561023,9848,729SH SOLE 8,72900
Tyson Foods Inc Class ACL A9024941035,51274,191SH SOLE 71,61902,572
Unilever PLC ADRSPON ADR NEW90476770416,808301,053SH SOLE 285,191015,862
Union Pacific CorpCOM9078181085,81826,398SH SOLE 26,39800
United Parcel Service Inc Class BCL B9113121062441,436SH SOLE 1,43600
UnitedHealth Group IncCOM91324P1023,0388,165SH SOLE 7,9650200
US BancorpCOM NEW90297330441,229745,415SH SOLE 711,673033,742
Valero Energy CorpCOM91913Y1004,97069,410SH SOLE 66,86002,550
Ventas IncCOM92276F10013,657256,030SH SOLE 238,285017,745
Verizon Communications IncCOM92343V10471512,303SH SOLE 12,30300
Viacomcbs Cl B OrdCL B92556H2065,274116,938SH SOLE 115,03301,905
Visa Inc Class ACOM CL A92826C83911,26353,195SH SOLE 51,93001,265
Vodafone Group PLC ADRSPONSORED ADR92857W30819,6831,067,973SH SOLE 995,615072,358
Wal-Mart Stores IncCOM93114210336,790270,856SH SOLE 264,18806,668
Walgreen Boots Alliance Inc ComCOM9314271085,43999,064SH SOLE 98,01101,053
Walt Disney CoCOM25468710646,505252,034SH SOLE 245,34606,688
Waste Management IncCOM94106L1091,2369,578SH SOLE 9,57800
Waters CorpCOM9418481037812,750SH SOLE 2,75000
Wecenergy Group IncCOM92939U1064484,790SH SOLE 4,79000
Wells Fargo & CoCOM94974610139810,186SH SOLE 10,18600
Weyerhaeuser CoCOM NEW96216610410,981308,465SH SOLE 303,32505,140
Zebra Technologies CorpCL A989207105340700SH SOLE 70000
Zoetis IncCL A98978V1034803,049SH SOLE 3,04900