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 43,849 229,182 SH   SOLE   229,182 0 0
A O SMITH COM 831865209 15,348 300,000 SH   SOLE   300,000 0 0
ABB LTD ADR (SZ) COM 000375204 1,673 71,510 SH   SOLE   71,510 0 0
ABBOTT LABORATORIES COM 002824100 275 6,190 SH   SOLE   6,190 0 0
ALLEGHANY CORP COM 017175100 345 561 SH   SOLE   561 0 0
ALLEGHENY TECH COM 01741R102 23,666 1,317,720 SH   SOLE   1,317,720 0 0
ALPHABET INC CLASS A COM 02079K305 405 478 SH   SOLE   478 0 0
ALPHABET INC CLASS C COM 02079K107 37,408 45,094 SH   SOLE   45,094 0 0
AMBARELLA (CI) COM G037AX101 246 4,500 SH   SOLE   4,500 0 0
AMERICAN EXPRESS COM 025816109 20,161 254,850 SH   SOLE   254,850 0 0
AMERICAN OUTDOOR BRANDS CORP COM 02874P103 198 10,000 SH   SOLE   10,000 0 0
APPLE INC COM 037833100 37,127 258,434 SH   SOLE   258,434 0 0
AT&T COM 00206R102 23,220 558,853 SH   SOLE   558,853 0 0
AUTOMATIC DATA PROCESSING COM 053015103 31,154 304,268 SH   SOLE   304,268 0 0
AVERY DENNISON COM 053611109 31,139 386,336 SH   SOLE   386,336 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,376 23,499 SH   SOLE   23,499 0 0
BAYER ADR (DE) COM 072730302 17,371 150,630 SH   SOLE   150,630 0 0
BB&T COM 054937107 1,482 33,150 SH   SOLE   33,150 0 0
BLACKSTONE GROUP LP UNT 09253U108 8,321 280,170 SH   SOLE   280,170 0 0
BOEING COM 097023105 283 1,600 SH   SOLE   1,600 0 0
BORG WARNER INC COM 099724106 544 13,025 SH   SOLE   13,025 0 0
BRISTOL-MYERS SQUIBB COM 110122108 588 10,805 SH   SOLE   10,805 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 18,928 489,474 SH   SOLE   489,474 0 0
BROOKFIELD RENEWABLE COMMON LP UNT G16258108 7,953 267,495 SH   SOLE   267,495 0 0
BUNGE LTD ADR (BM) COM G16962105 290 3,655 SH   SOLE   3,655 0 0
C.R. BARD COM 067383109 32,401 130,364 SH   SOLE   130,364 0 0
CAMPBELL SOUP COM 134429109 383 6,683 SH   SOLE   6,683 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 25,991 351,560 SH   SOLE   351,560 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 1,122 7,635 SH   SOLE   7,635 0 0
CAPITAL ONE FINANCIAL CP COM 14040h105 335 3,862 SH   SOLE   3,862 0 0
CATERPILLAR COM 149123101 961 10,365 SH   SOLE   10,365 0 0
CBS CORP COM 124857202 15,259 220,000 SH   SOLE   220,000 0 0
CHARLES SCHWAB CORP COM 808513105 38,609 946,075 SH   SOLE   946,075 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 21,964 213,945 SH   SOLE   213,945 0 0
CHEVRON CORPORATION COM 166764100 631 5,880 SH   SOLE   5,880 0 0
CHUBB LTD (SZ) COM H1467J104 377 2,765 SH   SOLE   2,765 0 0
CHURCH AND DWIGHT COM 171340102 35,828 718,437 SH   SOLE   718,437 0 0
CISCO SYSTEMS COM 17275R102 28,761 850,910 SH   SOLE   850,910 0 0
CITIGROUP INC COM 172967101 329 5,500 SH   SOLE   5,500 0 0
COCA-COLA COM 191216100 9,248 217,900 SH   SOLE   217,900 0 0
COLGATE PALMOLIVE COM 194162103 28,400 388,037 SH   SOLE   388,037 0 0
CORNING COM 219350105 41,258 1,528,067 SH   SOLE   1,528,067 0 0
COTT CORP (CA) COM 22163N106 16,686 1,350,000 SH   SOLE   1,350,000 0 0
CUMMINS INC COM 231021106 24,006 158,770 SH   SOLE   158,770 0 0
DEERE AND CO COM 244199105 26,654 244,846 SH   SOLE   244,846 0 0
DISCOVERY COMMUNICATIONS SER C COM 25470F302 510 18,000 SH   SOLE   18,000 0 0
DUKE ENERGY CORP NEW COM 26441C204 1,338 16,315 SH   SOLE   16,315 0 0
DUN & BRADSTREET COM 26483E100 255 2,365 SH   SOLE   2,365 0 0
DUPONT COM 263534109 33,347 415,131 SH   SOLE   415,131 0 0
EMERSON ELECTRIC COM 291011104 3,429 57,279 SH   SOLE   57,279 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107 9,499 344,046 SH   SOLE   344,046 0 0
EQUIFAX COM 294429105 3,367 24,626 SH   SOLE   24,626 0 0
EXXON MOBIL COM 30231g102 26,542 323,644 SH   SOLE   323,644 0 0
FEDEX CORPORATION COM 31428X106 28,366 145,356 SH   SOLE   145,356 0 0
FLUOR COM 343412102 852 16,195 SH   SOLE   16,195 0 0
FMC CORP COM 302491303 37,496 538,820 SH   SOLE   538,820 0 0
FNB CORP COM 302520101 694 46,656 SH   SOLE   46,656 0 0
GENERAL ELECTRIC COM 369604103 30,277 1,016,020 SH   SOLE   1,016,020 0 0
GILEAD SCIENCES COM 375558103 550 8,096 SH   SOLE   8,096 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733w105 757 17,958 SH   SOLE   17,958 0 0
HARRIS COM 413875105 31,955 287,186 SH   SOLE   287,186 0 0
HENRY SCHEIN INC COM 806407102 24,750 145,615 SH   SOLE   145,615 0 0
HOME DEPOT INC COM 437076102 35,803 243,839 SH   SOLE   243,839 0 0
HONEYWELL INT'L COM 438516106 40,929 327,774 SH   SOLE   327,774 0 0
HOWARD HUGHES CORP COM 44267D107 16,415 140,000 SH   SOLE   140,000 0 0
HP INC COM 40434L105 22,654 1,267,001 SH   SOLE   1,267,001 0 0
HUNTINGTON BANCSHARES COM 446150104 4,198 313,490 SH   SOLE   313,490 0 0
IBM COM 459200101 911 5,230 SH   SOLE   5,230 0 0
INGERSOLL-RAND PLC (IL) COM G47791101 22,115 271,945 SH   SOLE   271,945 0 0
INGREDION COM 457187102 614 5,095 SH   SOLE   5,095 0 0
INT'L PAPER COM 460146103 26,746 526,710 SH   SOLE   526,710 0 0
INTEL CORP COM 458140100 245 6,790 SH   SOLE   6,790 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 2,247 16,955 SH   SOLE   16,955 0 0
IPG PHOTONICS COM 44980X109 18,407 152,500 SH   SOLE   152,500 0 0
JACK HENRY ASSOC COM 426281101 22,344 240,000 SH   SOLE   240,000 0 0
JOHNSON & JOHNSON COM 478160104 39,153 314,352 SH   SOLE   314,352 0 0
JPMORGAN CHASE COM 46625h100 875 9,959 SH   SOLE   9,959 0 0
KIMBERLY-CLARK COM 494368103 3,398 25,812 SH   SOLE   25,812 0 0
KRAFT HEINZ COM 500754106 2,031 22,370 SH   SOLE   22,370 0 0
KROGER COM 501044101 2,162 73,309 SH   SOLE   73,309 0 0
LEGGETT & PLATT COM 524660107 23,915 475,265 SH   SOLE   475,265 0 0
LEUCADIA NAT'L CORP COM 527288102 377 14,500 SH   SOLE   14,500 0 0
LOCKHEED MARTIN COM 539830109 31,649 118,269 SH   SOLE   118,269 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 30,016 1,691,983 SH   SOLE   1,691,983 0 0
MARSH & MCLENNAN COM 571748102 21,409 289,739 SH   SOLE   289,739 0 0
MCCORMICK & CO COM 579780206 32,529 333,463 SH   SOLE   333,463 0 0
MERCK & CO INC NEW COM 58933Y105 273 4,289 SH   SOLE   4,289 0 0
METLIFE COM 59156R108 1,678 31,765 SH   SOLE   31,765 0 0
MICROSOFT COM 594918104 5,208 79,083 SH   SOLE   79,083 0 0
MINERALS TECHNOLOGIES COM 603158106 383 5,000 SH   SOLE   5,000 0 0
MONDELEZ INTERNATIONAL COM 609207105 229 5,310 SH   SOLE   5,310 0 0
NCR COM 62886E108 23,238 508,708 SH   SOLE   508,708 0 0
NESTLE SA ADR (SZ) COM 641069406 1,516 19,708 SH   SOLE   19,708 0 0
NEWELL BRANDS COM 651229106 25,671 544,215 SH   SOLE   544,215 0 0
NEXTERA ENERGY COM 65339F101 802 6,245 SH   SOLE   6,245 0 0
NOKIA (FI) COM 654902204 26,417 4,874,075 SH   SOLE   4,874,075 0 0
NORFOLK SOUTHERN COM 655844108 586 5,235 SH   SOLE   5,235 0 0
NUCOR COM 670346105 15,527 260,000 SH   SOLE   260,000 0 0
OLIN COM 680665205 26,946 819,780 SH   SOLE   819,780 0 0
ORACLE CORP COM COM 68389X105 441 9,890 SH   SOLE   9,890 0 0
ORION ENGINEERED CARBONS (LU) COM L72967109 5,496 268,105 SH   SOLE   268,105 0 0
PARKER-HANNIFIN COM 701094104 1,901 11,855 SH   SOLE   11,855 0 0
PENTAIR PLC (IL) COM G7S00T104 330 5,250 SH   SOLE   5,250 0 0
PEPSICO COM 713448108 33,735 301,578 SH   SOLE   301,578 0 0
PFIZER COM 717081103 2,560 74,820 SH   SOLE   74,820 0 0
PNC FINL SVCS GROUP COM COM 693475105 262 2,175 SH   SOLE   2,175 0 0
PROCTER & GAMBLE COM 742718109 5,445 60,606 SH   SOLE   60,606 0 0
PRUDENTIAL PLC (GB) COM 74435K204 18,003 425,000 SH   SOLE   425,000 0 0
RANGE RESOURCES CORP COM 75281A109 244 8,400 SH   SOLE   8,400 0 0
ROCKWELL AUTOMATION COM 773903109 701 4,500 SH   SOLE   4,500 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 1,104 15,145 SH   SOLE   15,145 0 0
ROYAL DUTCH SHELL PLC ADR A (N COM 780259206 212 4,027 SH   SOLE   4,027 0 0
S & P GLOBAL COM 78409V104 39,126 299,264 SH   SOLE   299,264 0 0
SIEMENS AG ADR (DE) COM 826197501 19,454 284,000 SH   SOLE   284,000 0 0
SILVER WHEATON (CA) COM 828336107 14,588 700,000 SH   SOLE   700,000 0 0
SNAP-ON COM 833034101 25,445 150,855 SH   SOLE   150,855 0 0
SOLAREDGE TECHNOLOGIES (IS) COM 83417M104 312 20,000 SH   SOLE   20,000 0 0
STATE STREET COM 857477103 235 2,950 SH   SOLE   2,950 0 0
SUBURBAN PROPANE PARTNERS LP MLP 864482104 5,401 200,350 SH   SOLE   200,350 0 0
TECK RESOURCES LTD (CA) COM 878742204 15,756 719,435 SH   SOLE   719,435 0 0
TELEDYNE TECHNOLOGIES COM 879360105 35,495 280,678 SH   SOLE   280,678 0 0
TERRA NITROGEN CO LP UNT 881005201 10,119 103,000 SH   SOLE   103,000 0 0
TETRA TECH COM 88162G103 24,198 592,355 SH   SOLE   592,355 0 0
TEXAS INSTRUMENTS COM 882508104 42,610 528,920 SH   SOLE   528,920 0 0
THERMO FISHER SCIENTIFIC COM 883556102 33,382 217,331 SH   SOLE   217,331 0 0
TRANSCANADA CORP ADR (CA) COM 89353D107 468 10,145 SH   SOLE   10,145 0 0
TRINSEO S.A. (LU) COM L9340P101 20,130 300,000 SH   SOLE   300,000 0 0
U S BANCORP DEL NEW COM 902973304 255 4,960 SH   SOLE   4,960 0 0
U S CONCRETE COM 90333L201 2,788 43,185 SH   SOLE   43,185 0 0
UNILEVER PLC ADR (GB) COM 904767704 715 14,495 SH   SOLE   14,495 0 0
UNION PACIFIC COM 907818108 24,157 228,068 SH   SOLE   228,068 0 0
UNITED TECHNOLOGIES COM 913017109 921 8,210 SH   SOLE   8,210 0 0
VERIZON COMMUNICATIONS COM 92343V104 627 12,854 SH   SOLE   12,854 0 0
VERMILION ENERGY (CA) COM 923725105 24,521 653,720 SH   SOLE   653,720 0 0
VERTEX PHARMACEUTICALS COM 92532F100 19,683 180,000 SH   SOLE   180,000 0 0
VISA COM 92826C839 28,036 315,472 SH   SOLE   315,472 0 0
VMWARE INC COM 928563402 15,945 173,050 SH   SOLE   173,050 0 0
VULCAN MATERIALS COM 929160109 16,964 140,800 SH   SOLE   140,800 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 28,277 340,487 SH   SOLE   340,487 0 0
WALT DISNEY COM 254687106 31,310 276,129 SH   SOLE   276,129 0 0
WELLTOWER INC COM 95040Q104 1,710 24,145 SH   SOLE   24,145 0 0
WESTERN DIGITAL CORP COM 958102105 236 2,855 SH   SOLE   2,855 0 0
WEYERHAEUSER COM 962166104 2,695 79,308 SH   SOLE   79,308 0 0
XYLEM COM 98419M100 619 12,325 SH   SOLE   12,325 0 0