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 41,024 229,734 SH   SOLE   229,734 0 0
A O SMITH COM 831865209 18,230 385,000 SH   SOLE   385,000 0 0
ABB LTD ADR (SZ) COM 000375204 1,385 65,735 SH   SOLE   65,735 0 0
ABBOTT LABORATORIES COM 002824100 238 6,190 SH   SOLE   6,190 0 0
ALLEGHANY CORP COM 017175100 341 561 SH   SOLE   561 0 0
ALLEGHENY TECH COM 01741R102 20,808 1,306,245 SH   SOLE   1,306,245 0 0
ALPHABET INC CLASS C COM 02079K107 34,632 44,871 SH   SOLE   44,871 0 0
AMBARELLA (CI) COM G037AX101 244 4,500 SH   SOLE   4,500 0 0
AMERICAN EXPRESS COM 025816109 363 4,900 SH   SOLE   4,900 0 0
APPLE INC COM 037833100 29,792 257,229 SH   SOLE   257,229 0 0
AT&T COM 00206R102 23,828 560,253 SH   SOLE   560,253 0 0
AUTOMATIC DATA PROCESSING COM 053015103 31,137 302,950 SH   SOLE   302,950 0 0
AVERY DENNISON COM 053611109 26,620 379,091 SH   SOLE   379,091 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,308 23,499 SH   SOLE   23,499 0 0
BAYER ADR (DE) COM 072730302 13,035 125,000 SH   SOLE   125,000 0 0
BB&T COM 054937107 1,467 31,190 SH   SOLE   31,190 0 0
BERKSHIRE HATHAWAY CL B COM 084670702 1,279 7,850 SH   SOLE   7,850 0 0
BLACKSTONE GROUP LP UNT 09253U108 7,827 289,570 SH   SOLE   289,570 0 0
BORG WARNER INC COM 099724106 342 8,675 SH   SOLE   8,675 0 0
BRISTOL-MYERS SQUIBB COM 110122108 614 10,505 SH   SOLE   10,505 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 16,359 488,774 SH   SOLE   488,774 0 0
BROOKFIELD RENEWABLE COMMON LP UNT G16258108 7,965 268,195 SH   SOLE   268,195 0 0
BUNGE LTD ADR (BM) COM G16962105 264 3,655 SH   SOLE   3,655 0 0
C.R. BARD COM 067383109 29,445 131,064 SH   SOLE   131,064 0 0
CAMPBELL SOUP COM 134429109 550 9,100 SH   SOLE   9,100 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 23,994 355,995 SH   SOLE   355,995 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 1,069 7,485 SH   SOLE   7,485 0 0
CATERPILLAR COM 149123101 929 10,015 SH   SOLE   10,015 0 0
CHARLES SCHWAB CORP COM 808513105 37,294 944,870 SH   SOLE   944,870 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 1,330 15,745 SH   SOLE   15,745 0 0
CHEVRON CORPORATION COM 166764100 438 3,725 SH   SOLE   3,725 0 0
CHURCH AND DWIGHT COM 171340102 31,285 707,966 SH   SOLE   707,966 0 0
CISCO SYSTEMS COM 17275R102 25,608 847,380 SH   SOLE   847,380 0 0
COCA-COLA COM 191216100 8,926 215,300 SH   SOLE   215,300 0 0
COLGATE PALMOLIVE COM 194162103 25,595 391,127 SH   SOLE   391,127 0 0
COMMERCIAL METALS COM 201723103 9,627 442,000 SH   SOLE   442,000 0 0
CORNING COM 219350105 38,617 1,591,152 SH   SOLE   1,591,152 0 0
COTT CORP (CA) COM 22163N106 16,995 1,500,000 SH   SOLE   1,500,000 0 0
CUMMINS INC COM 231021106 19,658 143,835 SH   SOLE   143,835 0 0
CVS HEALTH CORP COM 126650100 202 2,560 SH   SOLE   2,560 0 0
DEERE AND CO COM 244199105 25,225 244,810 SH   SOLE   244,810 0 0
DISCOVERY COMMUNICATIONS SER C COM 25470F302 482 18,000 SH   SOLE   18,000 0 0
DUKE ENERGY CORP NEW COM 26441C204 1,292 16,641 SH   SOLE   16,641 0 0
DUN & BRADSTREET COM 26483E100 335 2,765 SH   SOLE   2,765 0 0
DUPONT COM 263534109 30,242 412,018 SH   SOLE   412,018 0 0
EMERSON ELECTRIC COM 291011104 3,465 62,152 SH   SOLE   62,152 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107 9,135 337,850 SH   SOLE   337,850 0 0
EQUIFAX COM 294429105 3,010 25,456 SH   SOLE   25,456 0 0
EXXON MOBIL COM 30231g102 29,085 322,238 SH   SOLE   322,238 0 0
FEDEX CORPORATION COM 31428X106 26,616 142,943 SH   SOLE   142,943 0 0
FLUOR COM 343412102 866 16,495 SH   SOLE   16,495 0 0
FMC CORP COM 302491303 32,487 574,375 SH   SOLE   574,375 0 0
GENERAL ELECTRIC COM 369604103 36,682 1,160,825 SH   SOLE   1,160,825 0 0
GILEAD SCIENCES COM 375558103 606 8,461 SH   SOLE   8,461 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733w105 583 15,138 SH   SOLE   15,138 0 0
HARRIS COM 413875105 29,755 290,375 SH   SOLE   290,375 0 0
HENRY SCHEIN INC COM 806407102 22,116 145,775 SH   SOLE   145,775 0 0
HOME DEPOT INC COM 437076102 32,748 244,244 SH   SOLE   244,244 0 0
HONEYWELL INT'L COM 438516106 37,600 324,555 SH   SOLE   324,555 0 0
HOWARD HUGHES CORP COM 44267D107 15,974 140,000 SH   SOLE   140,000 0 0
HP INC COM 40434L105 18,830 1,268,845 SH   SOLE   1,268,845 0 0
HUNTINGTON BANCSHARES COM 446150104 17,612 1,332,255 SH   SOLE   1,332,255 0 0
IBM COM 459200101 1,277 7,695 SH   SOLE   7,695 0 0
INGERSOLL-RAND PLC (IL) COM G47791101 20,611 274,670 SH   SOLE   274,670 0 0
INGREDION COM 457187102 712 5,695 SH   SOLE   5,695 0 0
INT'L PAPER COM 460146103 27,307 514,640 SH   SOLE   514,640 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 2,057 17,455 SH   SOLE   17,455 0 0
IPG PHOTONICS COM 44980X109 6,910 70,000 SH   SOLE   70,000 0 0
JACK HENRY ASSOC COM 426281101 21,307 240,000 SH   SOLE   240,000 0 0
JOHNSON & JOHNSON COM 478160104 35,792 310,665 SH   SOLE   310,665 0 0
KELLOGG COM 487836108 206 2,800 SH   SOLE   2,800 0 0
KIMBERLY-CLARK COM 494368103 2,974 26,062 SH   SOLE   26,062 0 0
KRAFT HEINZ COM 500754106 1,938 22,193 SH   SOLE   22,193 0 0
KROGER COM 501044101 19,755 572,440 SH   SOLE   572,440 0 0
LEGGETT & PLATT COM 524660107 26,827 548,835 SH   SOLE   548,835 0 0
LEUCADIA NAT'L CORP COM 527288102 412 17,700 SH   SOLE   17,700 0 0
LOCKHEED MARTIN COM 539830109 30,534 122,166 SH   SOLE   122,166 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 29,826 1,673,750 SH   SOLE   1,673,750 0 0
MARSH & MCLENNAN COM 571748102 19,546 289,189 SH   SOLE   289,189 0 0
MCCORMICK & CO COM 579780206 30,909 331,185 SH   SOLE   331,185 0 0
MEDTRONIC PLC (IL) COM G5960L103 1,145 16,075 SH   SOLE   16,075 0 0
MERCK & CO INC NEW COM 58933Y105 252 4,289 SH   SOLE   4,289 0 0
METLIFE COM 59156R108 1,971 36,580 SH   SOLE   36,580 0 0
MICROSOFT COM 594918104 4,521 72,755 SH   SOLE   72,755 0 0
MINERALS TECHNOLOGIES COM 603158106 386 5,000 SH   SOLE   5,000 0 0
MONDELEZ INTERNATIONAL COM 609207105 209 4,710 SH   SOLE   4,710 0 0
NCR COM 62886E108 18,659 460,033 SH   SOLE   460,033 0 0
NESTLE SA ADR (SZ) COM 641069406 1,414 19,708 SH   SOLE   19,708 0 0
NEWELL BRANDS COM 651229106 22,978 514,635 SH   SOLE   514,635 0 0
NEXTERA ENERGY COM 65339F101 776 6,495 SH   SOLE   6,495 0 0
NOKIA (FI) COM 654902204 17,891 3,719,460 SH   SOLE   3,719,460 0 0
NORFOLK SOUTHERN COM 655844108 477 4,415 SH   SOLE   4,415 0 0
OLIN COM 680665205 21,436 837,015 SH   SOLE   837,015 0 0
ONEX CORP COM CA68272K1 1,139 16,800 SH   SOLE   16,800 0 0
PARKER-HANNIFIN COM 701094104 1,424 10,175 SH   SOLE   10,175 0 0
PAYPAL HOLDINGS COM 70450Y103 11,446 290,000 SH   SOLE   290,000 0 0
PENTAIR PLC (IL) COM G7S00T104 294 5,250 SH   SOLE   5,250 0 0
PEPSICO COM 713448108 31,605 302,068 SH   SOLE   302,068 0 0
PFIZER COM 717081103 2,448 75,355 SH   SOLE   75,355 0 0
PITNEY BOWES COM 724479100 16,398 1,079,535 SH   SOLE   1,079,535 0 0
PROCTER & GAMBLE COM 742718109 5,326 63,342 SH   SOLE   63,342 0 0
PRUDENTIAL PLC (GB) COM 74435K204 16,712 420,000 SH   SOLE   420,000 0 0
ROCKWELL AUTOMATION COM 773903109 615 4,575 SH   SOLE   4,575 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 1,025 15,145 SH   SOLE   15,145 0 0
ROYAL DUTCH SHELL PLC ADR A (N COM 780259206 206 3,789 SH   SOLE   3,789 0 0
S & P GLOBAL COM 78409V104 32,267 300,043 SH   SOLE   300,043 0 0
SIEMENS AG ADR (DE) COM 826197501 17,384 142,000 SH   SOLE   142,000 0 0
SILVER WHEATON (CA) COM 828336107 9,757 505,000 SH   SOLE   505,000 0 0
SMITH & WESSON HOLDING CORP COM 831756101 6,535 310,000 SH   SOLE   310,000 0 0
SNAP-ON COM 833034101 26,548 155,005 SH   SOLE   155,005 0 0
SUBURBAN PROPANE PARTNERS LP MLP 864482104 6,019 200,225 SH   SOLE   200,225 0 0
TECK RESOURCES LTD (CA) COM 878742204 14,868 742,275 SH   SOLE   742,275 0 0
TELEDYNE TECHNOLOGIES COM 879360105 35,046 284,923 SH   SOLE   284,923 0 0
TERRA NITROGEN CO LP UNT 881005201 10,476 102,000 SH   SOLE   102,000 0 0
TETRA TECH COM 88162G103 25,759 596,965 SH   SOLE   596,965 0 0
TEXAS INSTRUMENTS COM 882508104 40,695 557,698 SH   SOLE   557,698 0 0
THERMO FISHER SCIENTIFIC COM 883556102 30,006 212,659 SH   SOLE   212,659 0 0
TRINSEO S.A. (LU) COM L9340P101 17,790 300,000 SH   SOLE   300,000 0 0
U S CONCRETE COM 90333L201 2,851 43,525 SH   SOLE   43,525 0 0
UNILEVER PLC ADR (GB) COM 904767704 562 13,805 SH   SOLE   13,805 0 0
UNION PACIFIC COM 907818108 23,686 228,456 SH   SOLE   228,456 0 0
UNITED TECHNOLOGIES COM 913017109 871 7,950 SH   SOLE   7,950 0 0
VCA INC COM 918194101 18,192 265,000 SH   SOLE   265,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 419 7,854 SH   SOLE   7,854 0 0
VERMILION ENERGY (CA) COM 923725105 27,674 656,260 SH   SOLE   656,260 0 0
VERTEX PHARMACEUTICALS COM 92532F100 7,367 100,000 SH   SOLE   100,000 0 0
VISA COM 92826C839 27,695 354,972 SH   SOLE   354,972 0 0
VULCAN MATERIALS COM 929160109 17,577 140,450 SH   SOLE   140,450 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 26,576 321,122 SH   SOLE   321,122 0 0
WALT DISNEY COM 254687106 30,061 288,437 SH   SOLE   288,437 0 0
WELLTOWER INC COM 95040Q104 1,401 20,925 SH   SOLE   20,925 0 0
WEYERHAEUSER COM 962166104 2,284 75,922 SH   SOLE   75,922 0 0
XYLEM COM 98419M100 16,932 341,925 SH   SOLE   341,925 0 0
YADKIN FINANCIAL COM 984305102 740 21,600 SH   SOLE   21,600 0 0