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 40,973 233,970 SH   SOLE   233,970 0 0
A O SMITH COM 831865209 22,909 260,000 SH   SOLE   260,000 0 0
ABB LTD ADR (SZ) COM 000375204 1,253 63,180 SH   SOLE   63,180 0 0
ALLEGHANY CORP COM 017175100 308 561 SH   SOLE   561 0 0
ALLEGHENY TECH COM 01741R102 15,858 1,243,745 SH   SOLE   1,243,745 0 0
ALPHABET INC CLASS C COM 02079K107 31,737 45,856 SH   SOLE   45,856 0 0
AMBARELLA (CI) COM G037AX101 229 4,500 SH   SOLE   4,500 0 0
AMERICAN EXPRESS COM 025816109 298 4,900 SH   SOLE   4,900 0 0
APPLE INC COM 037833100 24,797 259,384 SH   SOLE   259,384 0 0
AT&T COM 00206R102 30,333 701,994 SH   SOLE   701,994 0 0
AUTOMATIC DATA PROCESSING COM 053015103 30,915 336,510 SH   SOLE   336,510 0 0
AVERY DENNISON COM 053611109 32,344 432,696 SH   SOLE   432,696 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,152 23,499 SH   SOLE   23,499 0 0
BB&T COM 054937107 953 26,750 SH   SOLE   26,750 0 0
BERKSHIRE HATHAWAY CL B COM 084670702 1,137 7,850 SH   SOLE   7,850 0 0
BLACKSTONE GROUP LP UNT 09253U108 5,922 241,320 SH   SOLE   241,320 0 0
BRISTOL-MYERS SQUIBB COM 110122108 1,284 17,455 SH   SOLE   17,455 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 16,810 371,400 SH   SOLE   371,400 0 0
BROOKFIELD RENEWABLE COMMON LP UNT G16258108 7,778 261,095 SH   SOLE   261,095 0 0
BUNGE LTD ADR (BM) COM G16962105 293 4,955 SH   SOLE   4,955 0 0
C.R. BARD COM 067383109 33,577 142,784 SH   SOLE   142,784 0 0
CAMPBELL SOUP COM 134429109 605 9,100 SH   SOLE   9,100 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 21,088 357,065 SH   SOLE   357,065 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 964 7,485 SH   SOLE   7,485 0 0
CATERPILLAR COM 149123101 708 9,340 SH   SOLE   9,340 0 0
CHARLES SCHWAB CORP COM 808513105 23,241 918,255 SH   SOLE   918,255 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 1,149 14,420 SH   SOLE   14,420 0 0
CHEVRON CORPORATION COM 166764100 390 3,725 SH   SOLE   3,725 0 0
CHURCH AND DWIGHT COM 171340102 41,391 402,281 SH   SOLE   402,281 0 0
CISCO SYSTEMS COM 17275R102 22,715 791,735 SH   SOLE   791,735 0 0
COCA-COLA COM 191216100 9,714 214,300 SH   SOLE   214,300 0 0
COGNIZANT TECH SOL CL A COM 192446102 17,175 300,061 SH   SOLE   300,061 0 0
COLGATE PALMOLIVE COM 194162103 29,733 406,189 SH   SOLE   406,189 0 0
CORNING COM 219350105 36,138 1,764,567 SH   SOLE   1,764,567 0 0
COTT CORP (CA) COM 22163N106 25,128 1,800,000 SH   SOLE   1,800,000 0 0
CRAY INC COM 225223304 20,163 673,895 SH   SOLE   673,895 0 0
CVS HEALTH CORP COM 126650100 635 6,635 SH   SOLE   6,635 0 0
DEERE AND CO COM 244199105 16,202 199,925 SH   SOLE   199,925 0 0
DISCOVERY COMMUNICATIONS SER C COM 25470F302 429 18,000 SH   SOLE   18,000 0 0
DUKE ENERGY CORP NEW COM 26441C204 1,428 16,648 SH   SOLE   16,648 0 0
DUN & BRADSTREET COM 26483E100 300 2,465 SH   SOLE   2,465 0 0
DUPONT COM 263534109 8,647 133,448 SH   SOLE   133,448 0 0
EMERSON ELECTRIC COM 291011104 2,962 56,792 SH   SOLE   56,792 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107 8,060 275,450 SH   SOLE   275,450 0 0
EQUIFAX COM 294429105 3,469 27,016 SH   SOLE   27,016 0 0
EXXON MOBIL COM 30231g102 30,094 321,039 SH   SOLE   321,039 0 0
FEDEX CORPORATION COM 31428X106 19,601 129,138 SH   SOLE   129,138 0 0
FLUOR COM 343412102 803 16,295 SH   SOLE   16,295 0 0
FMC CORP COM 302491303 26,735 577,303 SH   SOLE   577,303 0 0
GENERAL ELECTRIC COM 369604103 37,893 1,203,706 SH   SOLE   1,203,706 0 0
GILEAD SCIENCES COM 375558103 906 10,856 SH   SOLE   10,856 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733w105 577 13,305 SH   SOLE   13,305 0 0
HANESBRANDS COM 410345102 11,530 458,800 SH   SOLE   458,800 0 0
HARRIS COM 413875105 27,859 333,880 SH   SOLE   333,880 0 0
HENRY SCHEIN INC COM 806407102 22,157 125,325 SH   SOLE   125,325 0 0
HOME DEPOT INC COM 437076102 33,369 261,329 SH   SOLE   261,329 0 0
HONEYWELL INT'L COM 438516106 39,837 342,475 SH   SOLE   342,475 0 0
HOWARD HUGHES CORP COM 44267D107 16,005 140,000 SH   SOLE   140,000 0 0
HP INC COM 40434L105 13,805 1,100,000 SH   SOLE   1,100,000 0 0
IBM COM 459200101 949 6,255 SH   SOLE   6,255 0 0
INGREDION COM 457187102 867 6,700 SH   SOLE   6,700 0 0
INT'L PAPER COM 460146103 25,637 604,925 SH   SOLE   604,925 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 2,700 21,420 SH   SOLE   21,420 0 0
J M SMUCKER COM 832696405 19,497 127,925 SH   SOLE   127,925 0 0
JACK HENRY ASSOC COM 426281101 18,763 215,000 SH   SOLE   215,000 0 0
JOHNSON & JOHNSON COM 478160104 43,209 356,213 SH   SOLE   356,213 0 0
KIMBERLY-CLARK COM 494368103 35,165 255,785 SH   SOLE   255,785 0 0
KRAFT HEINZ COM 500754106 2,260 25,538 SH   SOLE   25,538 0 0
KROGER COM 501044101 24,048 653,666 SH   SOLE   653,666 0 0
LEGGETT & PLATT COM 524660107 34,365 672,378 SH   SOLE   672,378 0 0
LEUCADIA NAT'L CORP COM 527288102 307 17,700 SH   SOLE   17,700 0 0
LOCKHEED MARTIN COM 539830109 33,281 134,105 SH   SOLE   134,105 0 0
MARSH & MCLENNAN COM 571748102 19,798 289,189 SH   SOLE   289,189 0 0
MCCORMICK & CO COM 579780206 35,599 333,730 SH   SOLE   333,730 0 0
MEDTRONIC PLC (IL) COM G5960L103 23,876 275,165 SH   SOLE   275,165 0 0
MELLANOX TECHNOLOGIES (IS) COM M51363113 11,990 250,000 SH   SOLE   250,000 0 0
MERCK & CO INC NEW COM 58933Y105 261 4,539 SH   SOLE   4,539 0 0
METLIFE COM 59156R108 15,348 385,330 SH   SOLE   385,330 0 0
MICROSOFT COM 594918104 3,919 76,595 SH   SOLE   76,595 0 0
MINERALS TECHNOLOGIES COM 603158106 284 5,000 SH   SOLE   5,000 0 0
MONDELEZ INTERNATIONAL COM 609207105 214 4,710 SH   SOLE   4,710 0 0
NESTLE SA ADR (SZ) COM 641069406 1,629 21,065 SH   SOLE   21,065 0 0
NEWELL RUBBERMAID COM 651229106 25,726 529,665 SH   SOLE   529,665 0 0
NEXTERA ENERGY COM 65339F101 1,108 8,495 SH   SOLE   8,495 0 0
NOKIA (FI) COM 654902204 18,798 3,303,735 SH   SOLE   3,303,735 0 0
NORFOLK SOUTHERN COM 655844108 376 4,415 SH   SOLE   4,415 0 0
OLIN COM 680665205 27,557 1,109,370 SH   SOLE   1,109,370 0 0
OMNICOM GROUP COM 681919106 17,113 210,000 SH   SOLE   210,000 0 0
ONEX CORP COM CA68272K1 1,100 18,000 SH   SOLE   18,000 0 0
PARKER-HANNIFIN COM 701094104 1,099 10,175 SH   SOLE   10,175 0 0
PENTAIR PLC (IL) COM G7S00T104 306 5,250 SH   SOLE   5,250 0 0
PEPSICO COM 713448108 32,947 310,996 SH   SOLE   310,996 0 0
PFIZER COM 717081103 2,628 74,635 SH   SOLE   74,635 0 0
PIEDMONT NATURAL GAS COM 720186105 313 5,200 SH   SOLE   5,200 0 0
PROCTER & GAMBLE COM 742718109 5,227 61,739 SH   SOLE   61,739 0 0
ROCHE HOLDING AG (SZ) COM 771195104 20,266 615,045 SH   SOLE   615,045 0 0
ROCKWELL AUTOMATION COM 773903109 525 4,575 SH   SOLE   4,575 0 0
ROPER TECHNOLOGIES COM 776696106 15,112 88,600 SH   SOLE   88,600 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 895 15,145 SH   SOLE   15,145 0 0
S & P GLOBAL COM 78409V104 36,105 336,613 SH   SOLE   336,613 0 0
SILVER WHEATON (CA) COM 828336107 28,886 1,227,620 SH   SOLE   1,227,620 0 0
SMITH & WESSON HOLDING CORP COM 831756101 26,866 988,465 SH   SOLE   988,465 0 0
SNAP-ON COM 833034101 23,689 150,100 SH   SOLE   150,100 0 0
SOUTHWEST AIRLINES COM 844741108 19,621 500,420 SH   SOLE   500,420 0 0
SUBURBAN PROPANE PARTNERS LP MLP 864482104 8,358 250,225 SH   SOLE   250,225 0 0
TELEDYNE TECHNOLOGIES COM 879360105 31,894 322,003 SH   SOLE   322,003 0 0
TERRA NITROGEN CO LP UNT 881005201 10,666 102,000 SH   SOLE   102,000 0 0
TETRA TECH COM 88162G103 18,894 614,545 SH   SOLE   614,545 0 0
TEXAS INSTRUMENTS COM 882508104 34,322 547,833 SH   SOLE   547,833 0 0
THERMO FISHER SCIENTIFIC COM 883556102 32,996 223,309 SH   SOLE   223,309 0 0
TRINSEO S.A. (LU) COM L9340P101 15,025 350,000 SH   SOLE   350,000 0 0
U S CONCRETE COM 90333L201 15,532 255,000 SH   SOLE   255,000 0 0
UNILEVER N V - NEW YORK SHS AD COM 904784709 1,244 26,500 SH   SOLE   26,500 0 0
UNILEVER PLC ADR (GB) COM 904767704 15,675 327,170 SH   SOLE   327,170 0 0
UNION PACIFIC COM 907818108 19,695 225,736 SH   SOLE   225,736 0 0
UNITED TECHNOLOGIES COM 913017109 836 8,150 SH   SOLE   8,150 0 0
VCA INC COM 918194101 20,847 308,340 SH   SOLE   308,340 0 0
VERIZON COMMUNICATIONS COM 92343V104 366 6,554 SH   SOLE   6,554 0 0
VERMILION ENERGY (CA) COM 923725105 19,902 625,445 SH   SOLE   625,445 0 0
VISA COM 92826C839 26,547 357,926 SH   SOLE   357,926 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 5,883 70,647 SH   SOLE   70,647 0 0
WALT DISNEY COM 254687106 30,173 308,457 SH   SOLE   308,457 0 0
WELLS FARGO & CO NEW COM 949746101 476 10,052 SH   SOLE   10,052 0 0
WELLTOWER INC COM 95040Q104 1,567 20,575 SH   SOLE   20,575 0 0
WEYERHAEUSER COM 962166104 1,940 65,182 SH   SOLE   65,182 0 0
XYLEM COM 98419M100 429 9,600 SH   SOLE   9,600 0 0
YADKIN FINANCIAL COM 984305102 542 21,600 SH   SOLE   21,600 0 0