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 53,901 229,006 SH   SOLE   229,006 0 0
A O SMITH COM 831865209 20,835 340,000 SH   SOLE   340,000 0 0
ABB LTD ADR (SZ) COM 000375204 19,736 735,865 SH   SOLE   735,865 0 0
ALLEGHANY CORP COM 017175100 275 461 SH   SOLE   461 0 0
ALLEGHENY TECH COM 01741R102 35,280 1,461,485 SH   SOLE   1,461,485 0 0
ALPHABET INC CLASS A COM 02079K305 577 548 SH   SOLE   548 0 0
ALPHABET INC CLASS C COM 02079K107 41,001 39,183 SH   SOLE   39,183 0 0
AMBARELLA (CI) COM G037AX101 264 4,500 SH   SOLE   4,500 0 0
AMERICAN EXPRESS COM 025816109 31,222 314,385 SH   SOLE   314,385 0 0
APPLE INC COM 037833100 43,024 254,234 SH   SOLE   254,234 0 0
AT&T COM 00206R102 3,383 87,018 SH   SOLE   87,018 0 0
AUTOMATIC DATA PROCESSING COM 053015103 34,732 296,376 SH   SOLE   296,376 0 0
AVERY DENNISON COM 053611109 40,484 352,466 SH   SOLE   352,466 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,516 23,499 SH   SOLE   23,499 0 0
BAYER ADR (DE) COM 072730302 18,762 603,470 SH   SOLE   603,470 0 0
BB&T COM 054937107 1,934 38,895 SH   SOLE   38,895 0 0
BECTON DICKINSON & CO COM 075887109 1,288 6,016 SH   SOLE   6,016 0 0
BELDEN COM 077454106 2,873 37,225 SH   SOLE   37,225 0 0
BLACKSTONE GROUP LP UNT 09253U108 9,041 282,370 SH   SOLE   282,370 0 0
BOEING COM 097023105 466 1,580 SH   SOLE   1,580 0 0
BORG WARNER INC COM 099724106 665 13,025 SH   SOLE   13,025 0 0
BRISTOL-MYERS SQUIBB COM 110122108 662 10,805 SH   SOLE   10,805 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 21,965 490,174 SH   SOLE   490,174 0 0
BROOKFIELD RENEWABLE COMMON LP UNT G16258108 9,541 273,295 SH   SOLE   273,295 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 27,906 338,250 SH   SOLE   338,250 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 1,459 7,985 SH   SOLE   7,985 0 0
CAPITAL ONE FINANCIAL CP COM 14040h105 216 2,174 SH   SOLE   2,174 0 0
CATERPILLAR COM 149123101 1,633 10,365 SH   SOLE   10,365 0 0
CHARLES SCHWAB CORP COM 808513105 48,488 943,895 SH   SOLE   943,895 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 2,093 20,195 SH   SOLE   20,195 0 0
CHEVRON CORPORATION COM 166764100 26,137 208,780 SH   SOLE   208,780 0 0
CHUBB LTD (SZ) COM H1467J104 404 2,765 SH   SOLE   2,765 0 0
CHURCH AND DWIGHT COM 171340102 38,655 770,486 SH   SOLE   770,486 0 0
CISCO SYSTEMS COM 17275R102 33,182 866,370 SH   SOLE   866,370 0 0
CITIGROUP INC COM 172967101 307 4,120 SH   SOLE   4,120 0 0
COCA-COLA COM 191216100 9,997 217,900 SH   SOLE   217,900 0 0
COLGATE PALMOLIVE COM 194162103 28,850 382,377 SH   SOLE   382,377 0 0
CORNING COM 219350105 49,026 1,532,537 SH   SOLE   1,532,537 0 0
COTT CORP (CA) COM 22163N106 20,908 1,255,000 SH   SOLE   1,255,000 0 0
CUMMINS INC COM 231021106 28,519 161,455 SH   SOLE   161,455 0 0
DEERE AND CO COM 244199105 36,537 233,451 SH   SOLE   233,451 0 0
DOWDUPONT COM 26078J100 40,716 571,689 SH   SOLE   571,689 0 0
DUKE ENERGY CORP NEW COM 26441C204 1,372 16,315 SH   SOLE   16,315 0 0
DUN & BRADSTREET COM 26483E100 256 2,165 SH   SOLE   2,165 0 0
EMERSON ELECTRIC COM 291011104 5,274 75,682 SH   SOLE   75,682 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107 9,207 347,296 SH   SOLE   347,296 0 0
EQUIFAX COM 294429105 1,303 11,047 SH   SOLE   11,047 0 0
EXXON MOBIL COM 30231g102 7,302 87,304 SH   SOLE   87,304 0 0
FEDEX CORPORATION COM 31428X106 37,198 149,066 SH   SOLE   149,066 0 0
FLUOR COM 343412102 604 11,695 SH   SOLE   11,695 0 0
FMC CORP COM 302491303 42,802 452,170 SH   SOLE   452,170 0 0
FNB CORP COM 302520101 645 46,656 SH   SOLE   46,656 0 0
GENERAL ELECTRIC COM 369604103 3,620 207,438 SH   SOLE   207,438 0 0
GENERAL MOTORS COM 37045V100 22,180 541,100 SH   SOLE   541,100 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733w105 475 13,390 SH   SOLE   13,390 0 0
HARRIS COM 413875105 39,654 279,940 SH   SOLE   279,940 0 0
HENRY SCHEIN INC COM 806407102 479 6,850 SH   SOLE   6,850 0 0
HOME DEPOT INC COM 437076102 44,134 232,862 SH   SOLE   232,862 0 0
HONEYWELL INT'L COM 438516106 49,066 319,941 SH   SOLE   319,941 0 0
HP INC COM 40434L105 30,718 1,462,070 SH   SOLE   1,462,070 0 0
HUNTINGTON BANCSHARES COM 446150104 2,704 185,690 SH   SOLE   185,690 0 0
IBM COM 459200101 23,384 152,415 SH   SOLE   152,415 0 0
INGERSOLL-RAND PLC (IL) COM G47791101 1,481 16,600 SH   SOLE   16,600 0 0
INGREDION COM 457187102 384 2,745 SH   SOLE   2,745 0 0
INT'L PAPER COM 460146103 39,033 673,685 SH   SOLE   673,685 0 0
INTEL CORP COM 458140100 313 6,790 SH   SOLE   6,790 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 2,588 16,955 SH   SOLE   16,955 0 0
IPG PHOTONICS COM 44980X109 33,190 155,000 SH   SOLE   155,000 0 0
JACK HENRY ASSOC COM 426281101 27,486 235,000 SH   SOLE   235,000 0 0
JOHNSON & JOHNSON COM 478160104 42,936 307,300 SH   SOLE   307,300 0 0
JPMORGAN CHASE COM 46625h100 1,203 11,249 SH   SOLE   11,249 0 0
KENNAMETAL COM 489170100 25,096 518,395 SH   SOLE   518,395 0 0
KIMBERLY-CLARK COM 494368103 3,135 25,982 SH   SOLE   25,982 0 0
KRAFT HEINZ COM 500754106 1,780 22,893 SH   SOLE   22,893 0 0
KROGER COM 501044101 220 8,005 SH   SOLE   8,005 0 0
LEGGETT & PLATT COM 524660107 3,648 76,420 SH   SOLE   76,420 0 0
LEUCADIA NAT'L CORP COM 527288102 318 12,000 SH   SOLE   12,000 0 0
LINCOLN NATIONAL COM 534187109 229 2,975 SH   SOLE   2,975 0 0
LOCKHEED MARTIN COM 539830109 37,398 116,486 SH   SOLE   116,486 0 0
MANITOWOC COM 563571405 17,310 440,000 SH   SOLE   440,000 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 35,612 1,707,200 SH   SOLE   1,707,200 0 0
MARSH & MCLENNAN COM 571748102 20,339 249,894 SH   SOLE   249,894 0 0
MCCORMICK & CO COM 579780206 38,972 382,418 SH   SOLE   382,418 0 0
MEDTRONIC PLC (IL) COM G5960L103 510 6,310 SH   SOLE   6,310 0 0
MERCK & CO INC NEW COM 58933Y105 241 4,289 SH   SOLE   4,289 0 0
MEREDITH CORP COM 589433101 11,691 177,000 SH   SOLE   177,000 0 0
METLIFE COM 59156R108 1,324 26,195 SH   SOLE   26,195 0 0
MICROSOFT COM 594918104 6,259 73,166 SH   SOLE   73,166 0 0
MINERALS TECHNOLOGIES COM 603158106 241 3,500 SH   SOLE   3,500 0 0
MONDELEZ INTERNATIONAL COM 609207105 227 5,310 SH   SOLE   5,310 0 0
MTS SYSTEMS COM 553777103 17,184 320,000 SH   SOLE   320,000 0 0
NESTLE SA ADR (SZ) COM 641069406 1,694 19,708 SH   SOLE   19,708 0 0
NEXTERA ENERGY COM 65339F101 960 6,145 SH   SOLE   6,145 0 0
NOKIA (FI) COM 654902204 18,688 4,010,250 SH   SOLE   4,010,250 0 0
NORFOLK SOUTHERN COM 655844108 759 5,235 SH   SOLE   5,235 0 0
OLIN COM 680665205 29,236 821,705 SH   SOLE   821,705 0 0
ORACLE CORP COM COM 68389X105 468 9,890 SH   SOLE   9,890 0 0
ORION ENGINEERED CARBONS (LU) COM L72967109 24,567 959,655 SH   SOLE   959,655 0 0
PARKER-HANNIFIN COM 701094104 2,306 11,555 SH   SOLE   11,555 0 0
PENTAIR PLC (IL) COM G7S00T104 371 5,250 SH   SOLE   5,250 0 0
PEPSICO COM 713448108 33,337 277,993 SH   SOLE   277,993 0 0
PFIZER COM 717081103 2,685 74,120 SH   SOLE   74,120 0 0
PNC FINL SVCS GROUP COM COM 693475105 314 2,175 SH   SOLE   2,175 0 0
PROCTER & GAMBLE COM 742718109 4,798 52,224 SH   SOLE   52,224 0 0
PRUDENTIAL PLC (GB) COM 74435K204 23,613 465,000 SH   SOLE   465,000 0 0
ROCKWELL AUTOMATION COM 773903109 874 4,450 SH   SOLE   4,450 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 1,237 15,145 SH   SOLE   15,145 0 0
ROYAL DUTCH SHELL PLC ADR A (N COM 780259206 271 4,069 SH   SOLE   4,069 0 0
S & P GLOBAL COM 78409V104 46,477 274,363 SH   SOLE   274,363 0 0
SIEMENS AG ADR (DE) COM 826197501 17,317 250,000 SH   SOLE   250,000 0 0
SNAP-ON COM 833034101 3,041 17,445 SH   SOLE   17,445 0 0
SOLAREDGE TECHNOLOGIES COM 83417M104 21,066 561,000 SH   SOLE   561,000 0 0
STATE STREET COM 857477103 288 2,950 SH   SOLE   2,950 0 0
SUBURBAN PROPANE PARTNERS LP MLP 864482104 4,852 200,350 SH   SOLE   200,350 0 0
TELEDYNE TECHNOLOGIES COM 879360105 47,274 260,968 SH   SOLE   260,968 0 0
TERRA NITROGEN CO LP UNT 881005201 8,252 103,400 SH   SOLE   103,400 0 0
TETRA TECH COM 88162G103 28,755 597,205 SH   SOLE   597,205 0 0
TEXAS INSTRUMENTS COM 882508104 52,496 502,643 SH   SOLE   502,643 0 0
THERMO FISHER SCIENTIFIC COM 883556102 41,214 217,053 SH   SOLE   217,053 0 0
TRANSCANADA CORP ADR (CA) COM 89353D107 723 14,865 SH   SOLE   14,865 0 0
TRINSEO S.A. (LU) COM L9340P101 23,958 330,000 SH   SOLE   330,000 0 0
U S CONCRETE COM 90333L201 3,533 42,235 SH   SOLE   42,235 0 0
UNILEVER PLC ADR (GB) COM 904767704 788 14,245 SH   SOLE   14,245 0 0
UNION PACIFIC COM 907818108 32,146 239,718 SH   SOLE   239,718 0 0
UNITED TECHNOLOGIES COM 913017109 1,035 8,110 SH   SOLE   8,110 0 0
VEOLIA ENVIRONNEMENT (FR) COM 92334N103 19,125 750,000 SH   SOLE   750,000 0 0
VERIZON COMMUNICATIONS COM 92343V104 646 12,204 SH   SOLE   12,204 0 0
VERMILION ENERGY (CA) COM 923725105 24,983 687,845 SH   SOLE   687,845 0 0
VERTEX PHARMACEUTICALS COM 92532F100 24,727 165,000 SH   SOLE   165,000 0 0
VISA COM 92826C839 35,490 311,262 SH   SOLE   311,262 0 0
VMWARE INC COM 928563402 26,825 214,050 SH   SOLE   214,050 0 0
VODAFONE GROUP (GB) COM 92857W308 23,207 727,485 SH   SOLE   727,485 0 0
VULCAN MATERIALS COM 929160109 20,329 158,359 SH   SOLE   158,359 0 0
WAL-MART STORES INC COM 931142103 23,129 234,216 SH   SOLE   234,216 0 0
WALT DISNEY COM 254687106 30,293 281,772 SH   SOLE   281,772 0 0
WELLTOWER INC COM 95040Q104 1,814 28,440 SH   SOLE   28,440 0 0
WEYERHAEUSER COM 962166104 2,818 79,918 SH   SOLE   79,918 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102 16,929 765,000 SH   SOLE   765,000 0 0
XYLEM COM 98419M100 2,100 30,785 SH   SOLE   30,785 0 0
ZOETIS COM 98978V103 27,645 383,742 SH   SOLE   383,742 0 0