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 49,505 235,849 SH   SOLE   235,849 0 0
A O SMITH COM 831865209 20,206 340,000 SH   SOLE   340,000 0 0
ABB LTD ADR (SZ) COM 000375204 2,603 105,160 SH   SOLE   105,160 0 0
ALLEGHANY CORP COM 017175100 311 561 SH   SOLE   561 0 0
ALLEGHENY TECH COM 01741R102 35,170 1,471,535 SH   SOLE   1,471,535 0 0
ALLERGAN PLC (IL) COM G0177J108 20,569 100,360 SH   SOLE   100,360 0 0
ALPHABET INC CLASS A COM 02079K305 534 548 SH   SOLE   548 0 0
ALPHABET INC CLASS C COM 02079K107 39,387 41,066 SH   SOLE   41,066 0 0
AMBARELLA (CI) COM G037AX101 221 4,500 SH   SOLE   4,500 0 0
AMERICAN EXPRESS COM 025816109 28,522 315,295 SH   SOLE   315,295 0 0
AON PLC COM 037389103 202 1,380 SH   SOLE   1,380 0 0
APPLE INC COM 037833100 39,346 255,294 SH   SOLE   255,294 0 0
AT&T COM 00206R102 6,063 154,778 SH   SOLE   154,778 0 0
AUTOMATIC DATA PROCESSING COM 053015103 33,189 303,596 SH   SOLE   303,596 0 0
AVERY DENNISON COM 053611109 36,703 373,226 SH   SOLE   373,226 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,510 23,499 SH   SOLE   23,499 0 0
BAYER ADR (DE) COM 072730302 20,640 603,160 SH   SOLE   603,160 0 0
BB&T COM 054937107 1,720 36,650 SH   SOLE   36,650 0 0
BELDEN COM 077454106 3,008 37,350 SH   SOLE   37,350 0 0
BLACKSTONE GROUP LP UNT 09253U108 9,389 281,370 SH   SOLE   281,370 0 0
BOEING COM 097023105 402 1,580 SH   SOLE   1,580 0 0
BORG WARNER INC COM 099724106 667 13,025 SH   SOLE   13,025 0 0
BRISTOL-MYERS SQUIBB COM 110122108 689 10,805 SH   SOLE   10,805 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 21,146 490,174 SH   SOLE   490,174 0 0
BROOKFIELD RENEWABLE COMMON LP UNT G16258108 9,161 273,295 SH   SOLE   273,295 0 0
C.R. BARD COM 067383109 3,850 12,013 SH   SOLE   12,013 0 0
CAMPBELL SOUP COM 134429109 220 4,690 SH   SOLE   4,690 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 28,531 344,367 SH   SOLE   344,367 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 1,345 8,005 SH   SOLE   8,005 0 0
CATERPILLAR COM 149123101 1,293 10,365 SH   SOLE   10,365 0 0
CBS CORP COM 124857202 11,020 190,000 SH   SOLE   190,000 0 0
CHARLES SCHWAB CORP COM 808513105 41,298 944,170 SH   SOLE   944,170 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 25,034 219,560 SH   SOLE   219,560 0 0
CHEVRON CORPORATION COM 166764100 24,520 208,680 SH   SOLE   208,680 0 0
CHINA CORD BLOOD CORP COM G21107100 132 11,900 SH   SOLE   11,900 0 0
CHUBB LTD (SZ) COM H1467J104 394 2,765 SH   SOLE   2,765 0 0
CHURCH AND DWIGHT COM 171340102 35,972 742,466 SH   SOLE   742,466 0 0
CISCO SYSTEMS COM 17275R102 28,967 861,330 SH   SOLE   861,330 0 0
CITIGROUP INC COM 172967101 300 4,120 SH   SOLE   4,120 0 0
COCA-COLA COM 191216100 9,808 217,900 SH   SOLE   217,900 0 0
COLGATE PALMOLIVE COM 194162103 28,183 386,863 SH   SOLE   386,863 0 0
CORNING COM 219350105 45,952 1,535,832 SH   SOLE   1,535,832 0 0
COTT CORP (CA) COM 22163N106 19,663 1,310,000 SH   SOLE   1,310,000 0 0
CUMMINS INC COM 231021106 26,809 159,550 SH   SOLE   159,550 0 0
DEERE AND CO COM 244199105 29,743 236,826 SH   SOLE   236,826 0 0
DISCOVERY COMMUNICATIONS SER C COM 25470F302 365 18,000 SH   SOLE   18,000 0 0
DOWDUPONT COM 26078J100 39,912 576,511 SH   SOLE   576,511 0 0
DUKE ENERGY CORP NEW COM 26441C204 1,369 16,315 SH   SOLE   16,315 0 0
DUN & BRADSTREET COM 26483E100 252 2,165 SH   SOLE   2,165 0 0
EMERSON ELECTRIC COM 291011104 3,411 54,287 SH   SOLE   54,287 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107 9,015 345,796 SH   SOLE   345,796 0 0
EQUIFAX COM 294429105 1,333 12,578 SH   SOLE   12,578 0 0
EXXON MOBIL COM 30231g102 7,218 88,051 SH   SOLE   88,051 0 0
FEDEX CORPORATION COM 31428X106 33,168 147,036 SH   SOLE   147,036 0 0
FLUOR COM 343412102 518 12,295 SH   SOLE   12,295 0 0
FMC CORP COM 302491303 42,693 478,030 SH   SOLE   478,030 0 0
FNB CORP COM 302520101 655 46,656 SH   SOLE   46,656 0 0
GENERAL ELECTRIC COM 369604103 8,498 351,434 SH   SOLE   351,434 0 0
GILEAD SCIENCES COM 375558103 338 4,175 SH   SOLE   4,175 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733w105 791 19,483 SH   SOLE   19,483 0 0
HARRIS COM 413875105 38,774 294,455 SH   SOLE   294,455 0 0
HENRY SCHEIN INC COM 806407102 27,498 335,380 SH   SOLE   335,380 0 0
HOME DEPOT INC COM 437076102 40,349 246,693 SH   SOLE   246,693 0 0
HONEYWELL INT'L COM 438516106 46,135 325,488 SH   SOLE   325,488 0 0
HP INC COM 40434L105 29,183 1,462,070 SH   SOLE   1,462,070 0 0
HUNTINGTON BANCSHARES COM 446150104 2,217 158,790 SH   SOLE   158,790 0 0
IBM COM 459200101 8,143 56,130 SH   SOLE   56,130 0 0
INGERSOLL-RAND PLC (IL) COM G47791101 23,722 266,035 SH   SOLE   266,035 0 0
INGREDION COM 457187102 615 5,095 SH   SOLE   5,095 0 0
INT'L PAPER COM 460146103 38,680 680,745 SH   SOLE   680,745 0 0
INTEL CORP COM 458140100 259 6,790 SH   SOLE   6,790 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 2,423 16,955 SH   SOLE   16,955 0 0
IPG PHOTONICS COM 44980X109 30,535 165,000 SH   SOLE   165,000 0 0
JACK HENRY ASSOC COM 426281101 24,156 235,000 SH   SOLE   235,000 0 0
JOHNSON & JOHNSON COM 478160104 40,507 311,571 SH   SOLE   311,571 0 0
JPMORGAN CHASE COM 46625h100 1,044 10,929 SH   SOLE   10,929 0 0
KENNAMETAL COM 489170100 18,411 456,400 SH   SOLE   456,400 0 0
KIMBERLY-CLARK COM 494368103 3,069 26,082 SH   SOLE   26,082 0 0
KRAFT HEINZ COM 500754106 1,775 22,893 SH   SOLE   22,893 0 0
KROGER COM 501044101 663 33,050 SH   SOLE   33,050 0 0
LEGGETT & PLATT COM 524660107 3,874 81,170 SH   SOLE   81,170 0 0
LEUCADIA NAT'L CORP COM 527288102 366 14,500 SH   SOLE   14,500 0 0
LINCOLN NATIONAL COM 534187109 219 2,975 SH   SOLE   2,975 0 0
LOCKHEED MARTIN COM 539830109 36,360 117,181 SH   SOLE   117,181 0 0
MANITOWOC COM 563571108 13,860 1,540,000 SH   SOLE   1,540,000 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 34,798 1,715,035 SH   SOLE   1,715,035 0 0
MARSH & MCLENNAN COM 571748102 22,188 264,739 SH   SOLE   264,739 0 0
MCCORMICK & CO COM 579780206 35,775 348,548 SH   SOLE   348,548 0 0
MEDTRONIC PLC (IL) COM G5960L103 489 6,285 SH   SOLE   6,285 0 0
MERCK & CO INC NEW COM 58933Y105 275 4,289 SH   SOLE   4,289 0 0
METLIFE COM 59156R108 1,330 25,595 SH   SOLE   25,595 0 0
MICROSOFT COM 594918104 5,871 78,818 SH   SOLE   78,818 0 0
MINERALS TECHNOLOGIES COM 603158106 353 5,000 SH   SOLE   5,000 0 0
MONDELEZ INTERNATIONAL COM 609207105 216 5,310 SH   SOLE   5,310 0 0
MTS SYSTEMS COM 553777103 15,768 295,000 SH   SOLE   295,000 0 0
NESTLE SA ADR (SZ) COM 641069406 1,656 19,708 SH   SOLE   19,708 0 0
NEXTERA ENERGY COM 65339F101 915 6,245 SH   SOLE   6,245 0 0
NOKIA (FI) COM 654902204 30,700 5,133,775 SH   SOLE   5,133,775 0 0
NORFOLK SOUTHERN COM 655844108 692 5,235 SH   SOLE   5,235 0 0
OLIN COM 680665205 28,161 822,205 SH   SOLE   822,205 0 0
ORACLE CORP COM COM 68389X105 478 9,890 SH   SOLE   9,890 0 0
ORION ENGINEERED CARBONS (LU) COM L72967109 20,680 921,155 SH   SOLE   921,155 0 0
PARKER-HANNIFIN COM 701094104 2,022 11,555 SH   SOLE   11,555 0 0
PENTAIR PLC (IL) COM G7S00T104 357 5,250 SH   SOLE   5,250 0 0
PEPSICO COM 713448108 33,663 302,099 SH   SOLE   302,099 0 0
PFIZER COM 717081103 2,646 74,120 SH   SOLE   74,120 0 0
PNC FINL SVCS GROUP COM COM 693475105 293 2,175 SH   SOLE   2,175 0 0
PROCTER & GAMBLE COM 742718109 5,312 58,381 SH   SOLE   58,381 0 0
PRUDENTIAL PLC (GB) COM 74435K204 22,278 465,000 SH   SOLE   465,000 0 0
ROCKWELL AUTOMATION COM 773903109 802 4,500 SH   SOLE   4,500 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 1,171 15,145 SH   SOLE   15,145 0 0
ROYAL DUTCH SHELL PLC ADR A (N COM 780259206 245 4,049 SH   SOLE   4,049 0 0
S & P GLOBAL COM 78409V104 45,717 292,478 SH   SOLE   292,478 0 0
SANOFI SPONSORED ADR (FR) COM 80105N105 291 5,850 SH   SOLE   5,850 0 0
SIEMENS AG ADR (DE) COM 826197501 21,225 300,000 SH   SOLE   300,000 0 0
SNAP-ON COM 833034101 4,028 27,030 SH   SOLE   27,030 0 0
SOLAREDGE TECHNOLOGIES COM 83417M104 16,074 563,000 SH   SOLE   563,000 0 0
STATE STREET COM 857477103 282 2,950 SH   SOLE   2,950 0 0
SUBURBAN PROPANE PARTNERS LP MLP 864482104 5,227 200,350 SH   SOLE   200,350 0 0
TECK RESOURCES LTD (CA) COM 878742204 459 21,745 SH   SOLE   21,745 0 0
TELEDYNE TECHNOLOGIES COM 879360105 44,015 276,508 SH   SOLE   276,508 0 0
TERRA NITROGEN CO LP UNT 881005201 8,453 103,400 SH   SOLE   103,400 0 0
TETRA TECH COM 88162G103 27,749 596,105 SH   SOLE   596,105 0 0
TEXAS INSTRUMENTS COM 882508104 47,458 529,433 SH   SOLE   529,433 0 0
THERMO FISHER SCIENTIFIC COM 883556102 41,228 217,908 SH   SOLE   217,908 0 0
TRANSCANADA CORP ADR (CA) COM 89353D107 735 14,865 SH   SOLE   14,865 0 0
TRINSEO S.A. (LU) COM L9340P101 22,143 330,000 SH   SOLE   330,000 0 0
U S CONCRETE COM 90333L201 3,223 42,235 SH   SOLE   42,235 0 0
UNILEVER PLC ADR (GB) COM 904767704 840 14,495 SH   SOLE   14,495 0 0
UNION PACIFIC COM 907818108 27,774 239,493 SH   SOLE   239,493 0 0
UNITED TECHNOLOGIES COM 913017109 941 8,110 SH   SOLE   8,110 0 0
VEOLIA ENVIRONNEMENT (FR) COM 92334N103 15,193 660,000 SH   SOLE   660,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 636 12,854 SH   SOLE   12,854 0 0
VERMILION ENERGY (CA) COM 923725105 23,412 658,010 SH   SOLE   658,010 0 0
VERTEX PHARMACEUTICALS COM 92532F100 25,087 165,000 SH   SOLE   165,000 0 0
VISA COM 92826C839 32,978 313,362 SH   SOLE   313,362 0 0
VMWARE INC COM 928563402 23,809 218,050 SH   SOLE   218,050 0 0
VULCAN MATERIALS COM 929160109 18,476 154,485 SH   SOLE   154,485 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 3,596 46,574 SH   SOLE   46,574 0 0
WALT DISNEY COM 254687106 28,016 284,223 SH   SOLE   284,223 0 0
WELLTOWER INC COM 95040Q104 1,841 26,190 SH   SOLE   26,190 0 0
WEYERHAEUSER COM 962166104 2,699 79,308 SH   SOLE   79,308 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102 14,604 765,000 SH   SOLE   765,000 0 0
XYLEM COM 98419M100 1,909 30,485 SH   SOLE   30,485 0 0
ZOETIS COM 98978V103 20,547 322,262 SH   SOLE   322,262 0 0