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
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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 COCOM88579Y10113,13374,863SH SOLE 74,3790484
ABBOTT LABSCOM0028241001,0438,831SH SOLE 8,3610470
ABBVIE INCCOM00287Y1091,87717,400SH SOLE 17,40000
ACCENTURE PLC IRELANDSHS CLASS AG1151C10123,77674,320SH SOLE 70,06404,256
ADOBE SYSTEMS INCORPORATEDCOM00724F101383665SH SOLE 5590106
AIR PRODS & CHEMS INCCOM0091581065,43521,222SH SOLE 20,6270595
ALASKA AIR GROUP INCCOM0116591091,31322,407SH SOLE 22,381026
ALLEGHANY CORP MDCOM01717510020,97433,590SH SOLE 32,37201,218
ALLSTATE CORPCOM02000210133,215260,897SH SOLE 258,04302,854
ALPHABET INCCAP STK CL A02079K30531,32611,717SH SOLE 10,9440773
ALPHABET INCCAP STK CL C02079K1073,7131,393SH SOLE 1,327066
AMAZON COM INCCOM0231351064,1521,264SH SOLE 9920272
AMDOCS LTDSHSG026021032923,852SH SOLE 3,85200
AMERICAN ELEC PWR CO INCCOM0255371012162,657SH SOLE 2,5190138
AMERICAN EXPRESS COCOM0258161091,2147,248SH SOLE 7,0140234
AMERICAN INTL GROUP INCCOM NEW0268747843,14957,373SH SOLE 42,667014,706
AMERICAN TOWER CORP NEWCOM03027X1007172,702SH SOLE 2,625077
AMERIPRISE FINL INCCOM03076C106241913SH SOLE 898015
AMGEN INCCOM03116210024,477115,103SH SOLE 114,4150688
ANALOG DEVICES INCCOM0326541052561,527SH SOLE 1,462065
APOLLO GLOBAL MGMT INCCOM CL A03768E1053856,250SH SOLE 6,25000
APPLE INCCOM037833100107,063756,626SH SOLE 714,325042,301
APPLIED MATLS INCCOM0382221053342,593SH SOLE 2,3850208
ARES CAPITAL CORPCOM04010L10323611,622SH SOLE 11,62200
ASTRAZENECA PLCSPONSORED ADR04635310835,795595,995SH SOLE 580,733015,262
AT&T INCCOM00206R10229,8241,104,195SH SOLE 1,065,813038,382
AUTOMATIC DATA PROCESSING INCOM0530151035202,600SH SOLE 1,28401,316
AUTOZONE INCCOM05333210220,12111,850SH SOLE 11,0870763
AVANGRID INCCOM05351W1037,872161,978SH SOLE 161,97800
B2GOLD CORPCOM11777Q2095115,000SH SOLE 15,00000
BAKER HUGHES COMPANYCL A05722G10022,435907,210SH SOLE 851,811055,399
BAXTER INTL INCCOM0718131093984,948SH SOLE 4,6590289
BECTON DICKINSON & COCOM07588710914,39658,562SH SOLE 57,14701,415
BERKSHIRE HATHAWAY INC DELCL B NEW08467070221,63779,274SH SOLE 74,61304,661
BK OF AMERICA CORPCOM06050510438,036896,030SH SOLE 885,763010,267
BLACKBAUD INCCOM09227Q10017,534249,235SH SOLE 247,65001,585
BLACKROCK INCCOM09247X10134,77941,469SH SOLE 39,92601,543
BLACKSTONE INCCOM09260D10714,611125,587SH SOLE 115,297010,290
BOEING COCOM0970231052,68712,217SH SOLE 12,21502
BOOKING HOLDINGS INCCOM09857L108254107SH SOLE 97010
BRISTOL-MYERS SQUIBB COCOM1101221083195,395SH SOLE 3,71501,680
C H ROBINSON WORLDWIDE INCCOM NEW12541W2092,54529,250SH SOLE 28,2600990
CANADIAN PAC RY LTDCOM13645T10098215,090SH SOLE 15,09000
CARRIER GLOBAL CORPORATIONCOM14448C1042655,118SH SOLE 4,9480170
CATERPILLAR INCCOM1491231019,79151,002SH SOLE 49,32701,675
CELANESE CORP DELCOM1508701034452,953SH SOLE 2,937016
CENTENE CORP DELCOM15135B1014,20867,536SH SOLE 67,1900346
CHEVRON CORP NEWCOM16676410027,941275,421SH SOLE 272,25603,165
CHUBB LIMITEDCOMH1467J10413,49177,768SH SOLE 75,86201,906
CIENA CORPCOM NEW17177930927,110527,936SH SOLE 514,719013,217
CISCO SYS INCCOM17275R10247,574874,035SH SOLE 848,943025,092
CITIGROUP INCCOM NEW17296742425,419362,201SH SOLE 336,904025,297
CME GROUP INCCOM12572Q1059034,672SH SOLE 4,575097
COCA COLA COCOM1912161003556,764SH SOLE 5,71801,046
COLGATE PALMOLIVE COCOM1941621032973,932SH SOLE 3,5700362
COLUMBIA BKG SYS INCCOM19723610256114,763SH SOLE 14,76300
COLUMBIA SPORTSWEAR COCOM1985161061,35214,104SH SOLE 14,10400
COMCAST CORP NEWCL A20030N1011,56427,965SH SOLE 26,9720993
CONOCOPHILLIPSCOM20825C1041,00714,854SH SOLE 13,60201,252
COSTCO WHSL CORP NEWCOM22160K10511,68826,010SH SOLE 25,2700740
CSX CORPCOM12640810358319,602SH SOLE 19,1190483
CVS HEALTH CORPCOM12665010018,566218,778SH SOLE 207,486011,292
DIAGEO PLCSPON ADR NEW25243Q2055632,917SH SOLE 2,8130104
DISCOVERY INCCOM SER C25470F3022,910119,895SH SOLE 119,859036
DISNEY WALT COCOM25468710642,068248,670SH SOLE 241,67506,995
DUKE ENERGY CORP NEWCOM NEW26441C2042902,974SH SOLE 2,7430231
DUTCH BROS INCCL A26701L10019,884459,005SH SOLE 455,34503,660
EATON CORP PLCSHSG291831035,86639,289SH SOLE 36,58102,708
ECOLAB INCCOM2788651004,92523,607SH SOLE 21,77801,829
EMBRAER S.A.SPONSORED ADS29082A10755,6823,275,401SH SOLE 3,242,330033,071
EMERSON ELEC COCOM2910111046,02663,966SH SOLE 61,16702,799
EQUINIX INCCOM29444U700262331SH SOLE 313018
EXXON MOBIL CORPCOM30231G1022,64044,884SH SOLE 43,9670917
FACEBOOK INCCL A30303M10233,12897,610SH SOLE 90,92706,683
FASTENAL COCOM3119001041,14922,272SH SOLE 22,0280244
FEDEX CORPCOM31428X10619,98791,144SH SOLE 87,96303,181
FIRST AMERN FINL CORPCOM31847R1022023,009SH SOLE 3,00900
FIRST REP BK SAN FRANCISCO CCOM33616C10035,809185,656SH SOLE 182,28203,374
FIRSTENERGY CORPCOM33793210726,850753,800SH SOLE 733,501020,299
FLEX LTDORDY2573F10222,3981,266,854SH SOLE 1,227,389039,465
FORD MTR CO DELCOM34537086018,9531,338,490SH SOLE 1,251,863086,627
GENERAL DYNAMICS CORPCOM36955010822,514114,848SH SOLE 110,93603,912
GILEAD SCIENCES INCCOM37555810328,016401,085SH SOLE 387,927013,158
GOLDMAN SACHS GROUP INCCOM38141G10444,544117,831SH SOLE 114,12703,704
HARSCO CORPCOM41586410784649,898SH SOLE 49,89800
HEALTHPEAK PROPERTIES INCCOM42250P1036,573196,319SH SOLE 194,04102,278
HILL-ROM HLDGS INCCOM43147510215,048100,319SH SOLE 98,18902,130
HOLOGIC INCCOM4364401011,85925,188SH SOLE 24,6390549
HOME DEPOT INCCOM43707610234,269104,396SH SOLE 100,75203,644
HONEYWELL INTL INCCOM4385161061,7438,209SH SOLE 8,0040205
HOWARD HUGHES CORPCOM44267D1073,73442,522SH SOLE 42,1860336
HP INCCOM40434L10533,5901,227,694SH SOLE 1,181,200046,494
IMAX CORPCOM45245E1097,881415,229SH SOLE 394,512020,717
INGREDION INCCOM4571871024,54251,033SH SOLE 50,5350498
INTEL CORPCOM45814010037,155697,346SH SOLE 681,778015,568
INTERCONTINENTAL EXCHANGE INCOM45866F10416,998148,041SH SOLE 146,59701,444
INTERNATIONAL BUSINESS MACHSCOM4592001016264,508SH SOLE 3,8690639
INTERNATIONAL PAPER COCOM46014610320,632368,961SH SOLE 357,107011,854
JEWETT CAMERON TRADING LTDCOM NEW47733C20729024,592SH SOLE 24,59200
JOHNSON & JOHNSONCOM47816010441,040254,120SH SOLE 242,283011,837
JPMORGAN CHASE & COCOM46625H10069,242423,006SH SOLE 411,204011,802
KELLOGG COCOM48783610812,989203,209SH SOLE 195,49507,714
KEYSIGHT TECHNOLOGIES INCCOM49338L1032511,530SH SOLE 1,509021
KIMBERLY-CLARK CORPCOM4943681033342,519SH SOLE 2,3360183
KINDER MORGAN INC DELCOM49456B10115,158906,021SH SOLE 856,631049,390
KONINKLIJKE PHILIPS N VNY REGIS SHS NEW5004723031,69338,089SH SOLE 37,7950294
KROGER COCOM50104410134,515853,697SH SOLE 833,195020,502
LAM RESEARCH CORPCOM5128071088311,460SH SOLE 1,427033
LAMB WESTON HLDGS INCCOM5132721045,66892,350SH SOLE 90,65101,699
LEGGETT & PLATT INCCOM5246601074,768106,327SH SOLE 106,32700
LILLY ELI & COCOM5324571086432,781SH SOLE 2,5550226
LOCKHEED MARTIN CORPCOM539830109336974SH SOLE 97400
LUMINAR TECHNOLOGIES INCCOM CL A5504241052,128136,428SH SOLE 136,42800
MADISON SQUARE GRDN SPRT CORCL A55825T1036,93537,296SH SOLE 37,1350161
MAGNA INTL INCCOM55922240115,412204,835SH SOLE 197,24007,595
MARSH & MCLENNAN COS INCCOM5717481024,12427,236SH SOLE 27,0980138
MASTERCARD INCORPORATEDCL A57636Q1047372,119SH SOLE 1,9690150
MCCORMICK & CO INCCOM NON VTG57978020684110,383SH SOLE 10,335048
MCDONALDS CORPCOM5801351015302,197SH SOLE 2,0260171
MCKESSON CORPCOM58155Q10329,551148,212SH SOLE 143,18405,028
MEDTRONIC PLCSHSG5960L10326,374210,405SH SOLE 201,62208,783
MERCK & CO INCCOM58933Y10529,123387,740SH SOLE 380,33507,405
METHANEX CORPCOM59151K10819,054413,861SH SOLE 400,871012,990
METTLER TOLEDO INTERNATIONALCOM592688105233169SH SOLE 153016
MICRON TECHNOLOGY INCCOM5951121034,90269,060SH SOLE 68,8020258
MICROSOFT CORPCOM594918104113,767403,544SH SOLE 392,466011,078
MOLSON COORS BEVERAGE COCL B60871R20917,948386,971SH SOLE 381,18605,785
MONDELEZ INTL INCCL A6092071052043,501SH SOLE 3,3390162
MORGAN STANLEYCOM NEW61744644810,332106,178SH SOLE 105,2050973
NEWMONT CORPCOM65163910626,500488,039SH SOLE 477,442010,597
NEXTERA ENERGY INCCOM65339F1011,42118,097SH SOLE 17,7150382
NIKE INCCL B6541061033,51524,206SH SOLE 23,9200286
NORFOLK SOUTHN CORPCOM6558441082781,164SH SOLE 1,106058
NORTHWEST NAT HLDG COCOM66765N1052024,390SH SOLE 2,09002,300
NOVARTIS AGSPONSORED ADR66987V1091,02012,478SH SOLE 12,47800
NVIDIA CORPORATIONCOM67066G1043401,643SH SOLE 1,0350608
ORACLE CORPCOM68389X10596111,027SH SOLE 10,5500477
ORGANON & COCOMMON STOCK68622V10641912,777SH SOLE 12,77700
OTIS WORLDWIDE CORPCOM68902V1072092,540SH SOLE 2,516024
PALANTIR TECHNOLOGIES INCCL A69608A10837115,412SH SOLE 15,41200
PEPSICO INCCOM7134481082,05513,665SH SOLE 13,2980367
PFIZER INCCOM71708110339,561919,816SH SOLE 888,292031,524
PHILIP MORRIS INTL INCCOM7181721093263,437SH SOLE 3,43700
PHILLIPS 66COM7185461042,62237,436SH SOLE 37,354082
PIONEER NAT RES COCOM7237871078775,267SH SOLE 5,25908
PNC FINL SVCS GROUP INCCOM6934751057533,849SH SOLE 3,7430106
PORTLAND GEN ELEC COCOM NEW7365088472,80759,729SH SOLE 59,72900
PPG INDS INCCOM6935061078956,257SH SOLE 6,202055
PRIMERICA INCCOM74164M1085253,419SH SOLE 3,41900
PROCTER AND GAMBLE COCOM74271810929,437210,567SH SOLE 200,71409,853
PROLOGIS INC.COM74340W1034083,251SH SOLE 3,168083
QUALCOMM INCCOM74752510333,507259,786SH SOLE 252,27107,515
QUEST DIAGNOSTICS INCCOM74834L10017,678121,654SH SOLE 113,99707,657
RAYTHEON TECHNOLOGIES CORPCOM75513E10128,247328,605SH SOLE 327,7150890
REALTY INCOME CORPCOM75610910410,507161,988SH SOLE 151,445010,543
ROYAL DUTCH SHELL PLCSPONS ADR A7802592067,302163,836SH SOLE 131,925031,911
SALESFORCE COM INCCOM79466L30233,353122,975SH SOLE 119,35903,616
SAP SESPON ADR80305420424,422180,853SH SOLE 173,33807,515
SCHLUMBERGER LTDCOM STK8068571082347,895SH SOLE 7,6660229
SCHWAB CHARLES CORPCOM80851310555,295759,127SH SOLE 753,98905,138
SHERWIN WILLIAMS COCOM824348106231825SH SOLE 777048
SMUCKER J M COCOM NEW8326964056685,565SH SOLE 5,555010
SOUTHERN COCOM8425871078,121131,054SH SOLE 130,5380516
STARBUCKS CORPCOM85524410913,332120,855SH SOLE 112,33908,516
STATE STR CORPCOM8574771031,54818,275SH SOLE 18,260015
STRYKER CORPORATIONCOM8636671011,1044,187SH SOLE 4,088099
SYSCO CORPCOM87182910784810,800SH SOLE 9,02801,772
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS8740391002502,237SH SOLE 2,23700
TARGET CORPCOM87612E1061,7597,687SH SOLE 7,5320155
TE CONNECTIVITY LTDREG SHSH8498910426,613193,945SH SOLE 192,57201,373
TESLA INCCOM88160R1011,2941,669SH SOLE 1,5160153
TEXAS INSTRS INCCOM8825081042741,428SH SOLE 1,2110217
THERMO FISHER SCIENTIFIC INCCOM8835561024,9898,732SH SOLE 8,73200
TJX COS INC NEWCOM8725401092143,239SH SOLE 2,9500289
TYSON FOODS INCCL A9024941036,81986,387SH SOLE 83,19503,192
U S XPRESS ENTERPRISES INCCOM CL A90338N202937108,595SH SOLE 108,59500
UNILEVER PLCSPON ADR NEW90476770418,252336,635SH SOLE 320,829015,806
UNION PAC CORPCOM9078181085,09726,004SH SOLE 25,8470157
UNITED PARCEL SERVICE INCCL B9113121063291,804SH SOLE 1,6130191
UNITEDHEALTH GROUP INCCOM91324P1023,1928,170SH SOLE 7,9700200
US BANCORP DELCOM NEW90297330443,760736,201SH SOLE 706,530029,671
VALERO ENERGY CORPCOM91913Y1001,19516,938SH SOLE 16,852086
VENTAS INCCOM92276F10019,166347,156SH SOLE 328,178018,978
VERIZON COMMUNICATIONS INCCOM92343V10467912,577SH SOLE 11,6840893
VIACOMCBS INCCL B92556H2064,492113,700SH SOLE 111,65802,042
VIATRIS INCCOM92556V1069,439696,613SH SOLE 676,748019,865
VISA INCCOM CL A92826C83911,88653,360SH SOLE 51,89801,462
VODAFONE GROUP PLC NEWSPONSORED ADR92857W30816,6411,077,081SH SOLE 1,007,108069,973
WALGREENS BOOTS ALLIANCE INCCOM9314271084,35692,581SH SOLE 91,34401,237
WALMART INCCOM93114210337,211266,976SH SOLE 260,45806,518
WASTE MGMT INC DELCOM94106L1091,4359,611SH SOLE 9,580031
WATERS CORPCOM9418481031,0042,809SH SOLE 2,750059
WEC ENERGY GROUP INCCOM92939U1063794,301SH SOLE 4,287014
WELLS FARGO CO NEWCOM94974610159812,879SH SOLE 12,2330646
WENDYS COCOM95058W10029813,765SH SOLE 13,76500
WEYERHAEUSER CO MTN BECOM NEW96216610411,114312,455SH SOLE 307,18005,275
ZEBRA TECHNOLOGIES CORPORATICL A989207105309600SH SOLE 60000
ZOETIS INCCL A98978V1036253,221SH SOLE 3,0420179