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 COMPANY COM 88579Y101 39,198 235,240 SH   SOLE   235,240 0 0
A O SMITH COM 831865209 19,841 260,000 SH   SOLE   260,000 0 0
ABB LTD ADR (SZ) COM 000375204 1,198 61,680 SH   SOLE   61,680 0 0
ALLEGHANY CORP COM 017175100 278 561 SH   SOLE   561 0 0
ALLEGHENY TECH COM 01741R102 16,659 1,022,000 SH   SOLE   1,022,000 0 0
ALPHABET INC CLASS C COM 02079K107 32,379 43,464 SH   SOLE   43,464 0 0
AMBARELLA (CI) COM G037AX101 201 4,500 SH   SOLE   4,500 0 0
AMERICAN EXPRESS COM 025816109 301 4,900 SH   SOLE   4,900 0 0
APPLE INC COM 037833100 31,437 288,442 SH   SOLE   288,442 0 0
AT&T COM 00206R102 27,500 702,061 SH   SOLE   702,061 0 0
AUTOMATIC DATA PROCESSING COM 053015103 30,108 335,620 SH   SOLE   335,620 0 0
AVERY DENNISON COM 053611109 32,541 451,266 SH   SOLE   451,266 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,148 23,499 SH   SOLE   23,499 0 0
BB&T COM 054937107 875 26,300 SH   SOLE   26,300 0 0
BCE (CA) COM 05534B760 9,108 200,000 SH   SOLE   200,000 0 0
BERKSHIRE HATHAWAY CL B COM 084670702 1,114 7,850 SH   SOLE   7,850 0 0
BLACKSTONE GROUP LP UNT 09253U108 5,641 201,120 SH   SOLE   201,120 0 0
BRISTOL-MYERS SQUIBB COM 110122108 1,115 17,455 SH   SOLE   17,455 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 17,926 425,500 SH   SOLE   425,500 0 0
BROOKFIELD RENEWABLE COMMON LP UNT G16258108 6,664 222,495 SH   SOLE   222,495 0 0
BT GROUP PLC ADR (GB) COM 05577e101 225 7,000 SH   SOLE   7,000 0 0
BUNGE LTD ADR (BM) COM G16962105 281 4,955 SH   SOLE   4,955 0 0
C.R. BARD COM 067383109 32,610 160,904 SH   SOLE   160,904 0 0
CAMPBELL SOUP COM 134429109 686 10,750 SH   SOLE   10,750 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 26,263 420,475 SH   SOLE   420,475 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 993 7,485 SH   SOLE   7,485 0 0
CATERPILLAR COM 149123101 786 10,265 SH   SOLE   10,265 0 0
CHARLES SCHWAB CORP COM 808513105 25,563 912,320 SH   SOLE   912,320 0 0
CHEVRON CORPORATION COM 166764100 399 4,179 SH   SOLE   4,179 0 0
CHURCH AND DWIGHT COM 171340102 37,560 407,468 SH   SOLE   407,468 0 0
CISCO SYSTEMS COM 17275R102 14,973 525,920 SH   SOLE   525,920 0 0
COCA-COLA COM 191216100 9,890 213,200 SH   SOLE   213,200 0 0
COGNIZANT TECH SOL CL A COM 192446102 20,381 325,061 SH   SOLE   325,061 0 0
COLGATE PALMOLIVE COM 194162103 28,838 408,180 SH   SOLE   408,180 0 0
CORNING COM 219350105 36,784 1,760,832 SH   SOLE   1,760,832 0 0
COTT CORP (CA) COM 22163N106 26,113 1,880,000 SH   SOLE   1,880,000 0 0
CRAY INC COM 225223304 28,485 679,665 SH   SOLE   679,665 0 0
CVS HEALTH CORP COM 126650100 707 6,820 SH   SOLE   6,820 0 0
DEERE AND CO COM 244199105 15,084 195,925 SH   SOLE   195,925 0 0
DISCOVERY COMMUNICATIONS SER C COM 25470F302 486 18,000 SH   SOLE   18,000 0 0
DUKE ENERGY CORP NEW COM 26441C204 1,392 17,248 SH   SOLE   17,248 0 0
DUN & BRADSTREET COM 26483E100 906 8,785 SH   SOLE   8,785 0 0
DUPONT COM 263534109 7,904 124,823 SH   SOLE   124,823 0 0
EMERSON ELECTRIC COM 291011104 3,143 57,792 SH   SOLE   57,792 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107 6,782 275,450 SH   SOLE   275,450 0 0
EQUIFAX COM 294429105 3,119 27,291 SH   SOLE   27,291 0 0
EXXON MOBIL COM 30231g102 26,921 322,064 SH   SOLE   322,064 0 0
FEDEX CORPORATION COM 31428X106 21,013 129,138 SH   SOLE   129,138 0 0
FLUOR COM 343412102 875 16,295 SH   SOLE   16,295 0 0
FMC CORP COM 302491303 23,177 574,111 SH   SOLE   574,111 0 0
GENERAL ELECTRIC COM 369604103 38,510 1,211,401 SH   SOLE   1,211,401 0 0
GILEAD SCIENCES COM 375558103 868 9,451 SH   SOLE   9,451 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733w105 501 12,345 SH   SOLE   12,345 0 0
HANESBRANDS COM 410345102 28,802 1,016,298 SH   SOLE   1,016,298 0 0
HARRIS COM 413875105 25,160 323,150 SH   SOLE   323,150 0 0
HENRY SCHEIN INC COM 806407102 21,714 125,785 SH   SOLE   125,785 0 0
HOME DEPOT INC COM 437076102 35,102 263,074 SH   SOLE   263,074 0 0
HONEYWELL INT'L COM 438516106 38,585 344,352 SH   SOLE   344,352 0 0
HOWARD HUGHES CORP COM 44267D107 10,589 100,000 SH   SOLE   100,000 0 0
IBM COM 459200101 16,850 111,255 SH   SOLE   111,255 0 0
INGREDION COM 457187102 795 7,445 SH   SOLE   7,445 0 0
INT'L PAPER COM 460146103 28,673 698,655 SH   SOLE   698,655 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 2,465 21,670 SH   SOLE   21,670 0 0
J M SMUCKER COM 832696405 19,207 147,925 SH   SOLE   147,925 0 0
JACK HENRY ASSOC COM 426281101 16,068 190,000 SH   SOLE   190,000 0 0
JOHNSON & JOHNSON COM 478160104 38,580 356,558 SH   SOLE   356,558 0 0
KIMBERLY-CLARK COM 494368103 34,496 256,460 SH   SOLE   256,460 0 0
KRAFT HEINZ COM 500754106 2,006 25,538 SH   SOLE   25,538 0 0
KROGER COM 501044101 24,684 645,326 SH   SOLE   645,326 0 0
LEGGETT & PLATT COM 524660107 32,756 676,778 SH   SOLE   676,778 0 0
LEUCADIA NAT'L CORP COM 527288102 286 17,700 SH   SOLE   17,700 0 0
LOCKHEED MARTIN COM 539830109 29,608 133,670 SH   SOLE   133,670 0 0
MARSH & MCLENNAN COM 571748102 17,580 289,189 SH   SOLE   289,189 0 0
MCCORMICK & CO COM 579780206 33,556 337,315 SH   SOLE   337,315 0 0
MCGRAW-HILL FINANCIAL COM 580645109 34,615 349,718 SH   SOLE   349,718 0 0
MEDTRONIC PLC (IL) COM G5960L103 20,675 275,671 SH   SOLE   275,671 0 0
METLIFE COM 59156R108 16,935 385,405 SH   SOLE   385,405 0 0
MICROSOFT COM 594918104 32,882 595,370 SH   SOLE   595,370 0 0
MINERALS TECHNOLOGIES COM 603158106 284 5,000 SH   SOLE   5,000 0 0
NESTLE SA ADR (SZ) COM 641069406 1,613 21,615 SH   SOLE   21,615 0 0
NEWELL RUBBERMAID COM 651229106 23,566 532,080 SH   SOLE   532,080 0 0
NEXTERA ENERGY COM 65339F101 1,005 8,495 SH   SOLE   8,495 0 0
NOKIA COM 654902204 230 39,000 SH   SOLE   39,000 0 0
NORFOLK SOUTHERN COM 655844108 368 4,415 SH   SOLE   4,415 0 0
OLIN COM 680665205 19,034 1,095,825 SH   SOLE   1,095,825 0 0
OMNICOM GROUP COM 681919106 17,478 210,000 SH   SOLE   210,000 0 0
ONEX CORP COM CA68272K1 1,202 19,800 SH   SOLE   19,800 0 0
PARKER-HANNIFIN COM 701094104 1,130 10,175 SH   SOLE   10,175 0 0
PENTAIR PLC (IL) COM G7S00T104 285 5,250 SH   SOLE   5,250 0 0
PEPSICO COM 713448108 32,182 314,031 SH   SOLE   314,031 0 0
PFIZER COM 717081103 2,167 73,110 SH   SOLE   73,110 0 0
PIEDMONT NATURAL GAS COM 720186105 380 6,350 SH   SOLE   6,350 0 0
PROCTER & GAMBLE COM 742718109 5,094 61,882 SH   SOLE   61,882 0 0
ROCHE HOLDING AG (SZ) COM 771195104 17,955 586,300 SH   SOLE   586,300 0 0
ROCKWELL AUTOMATION COM 773903109 520 4,575 SH   SOLE   4,575 0 0
ROPER INDUSTRIES COM 776696106 17,363 95,000 SH   SOLE   95,000 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 836 14,527 SH   SOLE   14,527 0 0
ROYAL DUTCH SHELL PLC ADR A (N COM 780259206 247 5,089 SH   SOLE   5,089 0 0
SILVER WHEATON (CA) COM 828336107 16,858 1,016,750 SH   SOLE   1,016,750 0 0
SMITH & WESSON HOLDING CORP COM 831756101 26,021 977,515 SH   SOLE   977,515 0 0
SNAP-ON COM 833034101 25,480 162,305 SH   SOLE   162,305 0 0
SUBURBAN PROPANE PARTNERS LP MLP 864482104 7,554 252,725 SH   SOLE   252,725 0 0
SUNPOWER COM 867652406 17,259 772,550 SH   SOLE   772,550 0 0
SUPER MICRO COMPUTER COM 86800U104 16,626 487,850 SH   SOLE   487,850 0 0
TELEDYNE TECHNOLOGIES COM 879360105 28,365 321,813 SH   SOLE   321,813 0 0
TERRA NITROGEN CO LP UNT 881005201 11,351 102,000 SH   SOLE   102,000 0 0
TEXAS INSTRUMENTS COM 882508104 31,272 544,615 SH   SOLE   544,615 0 0
THERMO FISHER SCIENTIFIC COM 883556102 32,558 229,949 SH   SOLE   229,949 0 0
TRINSEO S.A. (LU) COM L9340P101 12,883 350,000 SH   SOLE   350,000 0 0
UNILEVER N V - NEW YORK SHS AD COM 904784709 1,184 26,500 SH   SOLE   26,500 0 0
UNILEVER PLC ADR (GB) COM 904767704 11,859 262,485 SH   SOLE   262,485 0 0
UNION PACIFIC COM 907818108 17,935 225,461 SH   SOLE   225,461 0 0
UNITED TECHNOLOGIES COM 913017109 816 8,150 SH   SOLE   8,150 0 0
VCA INC COM 918194101 17,841 309,255 SH   SOLE   309,255 0 0
VERIZON COMMUNICATIONS COM 92343V104 419 7,754 SH   SOLE   7,754 0 0
VERMILION ENERGY (CA) COM 923725105 17,383 594,890 SH   SOLE   594,890 0 0
VISA COM 92826C839 27,419 358,506 SH   SOLE   358,506 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 32,973 391,412 SH   SOLE   391,412 0 0
WALT DISNEY COM 254687106 30,645 308,582 SH   SOLE   308,582 0 0
WELLS FARGO & CO NEW COM 949746101 474 9,802 SH   SOLE   9,802 0 0
WELLTOWER INC COM 95040Q104 1,461 21,075 SH   SOLE   21,075 0 0
WEYERHAEUSER COM 962166104 2,002 64,627 SH   SOLE   64,627 0 0
XYLEM COM 98419M100 393 9,600 SH   SOLE   9,600 0 0
YADKIN FINANCIAL COM 984305102 511 21,600 SH   SOLE   21,600 0 0