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 49,634 226,101 SH   SOLE   226,101 0 0
A O SMITH COM 831865209 21,621 340,000 SH   SOLE   340,000 0 0
ABB LTD ADR (SZ) COM 000375204 18,014 758,815 SH   SOLE   758,815 0 0
ALLEGHANY CORP COM 017175100 283 461 SH   SOLE   461 0 0
ALLEGHENY TECH COM 01741R102 34,967 1,476,655 SH   SOLE   1,476,655 0 0
ALPHABET INC CLASS A COM 02079K305 568 548 SH   SOLE   548 0 0
ALPHABET INC CLASS C COM 02079K107 15,475 14,998 SH   SOLE   14,998 0 0
AMERICAN EXPRESS COM 025816109 29,896 320,495 SH   SOLE   320,495 0 0
APPLE INC COM 037833100 45,008 268,259 SH   SOLE   268,259 0 0
AT&T COM 00206R102 3,129 87,783 SH   SOLE   87,783 0 0
AUTOMATIC DATA PROCESSING COM 053015103 33,435 294,633 SH   SOLE   294,633 0 0
AVERY DENNISON COM 053611109 37,014 348,366 SH   SOLE   348,366 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,439 23,324 SH   SOLE   23,324 0 0
BAYER ADR (DE) COM 072730302 17,051 603,470 SH   SOLE   603,470 0 0
BB&T COM 054937107 2,035 39,095 SH   SOLE   39,095 0 0
BECTON DICKINSON & CO COM 075887109 2,015 9,299 SH   SOLE   9,299 0 0
BLACKSTONE GROUP LP UNT 09253U108 9,037 282,850 SH   SOLE   282,850 0 0
BOEING COM 097023105 20,985 64,002 SH   SOLE   64,002 0 0
BORG WARNER INC COM 099724106 654 13,025 SH   SOLE   13,025 0 0
BRISTOL-MYERS SQUIBB COM 110122108 683 10,805 SH   SOLE   10,805 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 20,411 490,174 SH   SOLE   490,174 0 0
BROOKFIELD RENEWABLE COMMON LP UNT G16258108 8,526 273,895 SH   SOLE   273,895 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 24,634 336,853 SH   SOLE   336,853 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 1,401 7,940 SH   SOLE   7,940 0 0
CAPITAL ONE FINANCIAL CP COM 14040h105 208 2,174 SH   SOLE   2,174 0 0
CATERPILLAR COM 149123101 1,505 10,215 SH   SOLE   10,215 0 0
CHARLES SCHWAB CORP COM 808513105 48,388 926,620 SH   SOLE   926,620 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 1,869 18,810 SH   SOLE   18,810 0 0
CHEVRON CORPORATION COM 166764100 30,532 267,735 SH   SOLE   267,735 0 0
CHUBB LTD (SZ) COM H1467J104 378 2,765 SH   SOLE   2,765 0 0
CHURCH AND DWIGHT COM 171340102 38,839 771,226 SH   SOLE   771,226 0 0
CISCO SYSTEMS COM 17275R102 38,005 886,110 SH   SOLE   886,110 0 0
CITIGROUP INC COM 172967101 278 4,120 SH   SOLE   4,120 0 0
COCA-COLA COM 191216100 9,463 217,900 SH   SOLE   217,900 0 0
COLGATE PALMOLIVE COM 194162103 27,336 381,367 SH   SOLE   381,367 0 0
CORNING COM 219350105 42,243 1,515,182 SH   SOLE   1,515,182 0 0
COTT CORP (CA) COM 22163N106 18,474 1,255,000 SH   SOLE   1,255,000 0 0
CUMMINS INC COM 231021106 23,334 143,960 SH   SOLE   143,960 0 0
DEERE AND CO COM 244199105 34,292 220,781 SH   SOLE   220,781 0 0
DOWDUPONT COM 26078J100 36,443 572,009 SH   SOLE   572,009 0 0
DUKE ENERGY CORP NEW COM 26441C204 1,263 16,305 SH   SOLE   16,305 0 0
DUN & BRADSTREET COM 26483E100 253 2,165 SH   SOLE   2,165 0 0
EMERSON ELECTRIC COM 291011104 5,385 78,847 SH   SOLE   78,847 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107 8,472 346,096 SH   SOLE   346,096 0 0
EQUIFAX COM 294429105 1,201 10,197 SH   SOLE   10,197 0 0
EXXON MOBIL COM 30231g102 3,458 46,344 SH   SOLE   46,344 0 0
FEDEX CORPORATION COM 31428X106 35,726 148,789 SH   SOLE   148,789 0 0
FLUOR COM 343412102 663 11,595 SH   SOLE   11,595 0 0
FMC CORP COM 302491303 34,469 450,160 SH   SOLE   450,160 0 0
FNB CORP COM 302520101 628 46,656 SH   SOLE   46,656 0 0
GENERAL ELECTRIC COM 369604103 1,380 102,360 SH   SOLE   102,360 0 0
GENERAL MOTORS COM 37045V100 2,603 71,625 SH   SOLE   71,625 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733w105 523 13,390 SH   SOLE   13,390 0 0
GLENCORE PLC ADR (SZ) COM 37827X100 13,944 1,400,000 SH   SOLE   1,400,000 0 0
HARRIS COM 413875105 44,624 276,685 SH   SOLE   276,685 0 0
HOME DEPOT INC COM 437076102 41,516 232,922 SH   SOLE   232,922 0 0
HONEYWELL INT'L COM 438516106 45,872 317,431 SH   SOLE   317,431 0 0
HP INC COM 40434L105 31,985 1,459,160 SH   SOLE   1,459,160 0 0
HUNTINGTON BANCSHARES COM 446150104 2,584 171,130 SH   SOLE   171,130 0 0
IBM COM 459200101 24,899 162,285 SH   SOLE   162,285 0 0
INGERSOLL-RAND PLC (IL) COM G47791101 1,163 13,600 SH   SOLE   13,600 0 0
INGREDION COM 457187102 354 2,745 SH   SOLE   2,745 0 0
INT'L PAPER COM 460146103 35,383 662,235 SH   SOLE   662,235 0 0
INTEL CORP COM 458140100 354 6,790 SH   SOLE   6,790 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 2,335 17,055 SH   SOLE   17,055 0 0
IPG PHOTONICS COM 44980X109 32,673 140,000 SH   SOLE   140,000 0 0
JACK HENRY ASSOC COM 426281101 28,423 235,000 SH   SOLE   235,000 0 0
JOHNSON & JOHNSON COM 478160104 39,364 307,175 SH   SOLE   307,175 0 0
JPMORGAN CHASE COM 46625h100 2,458 22,349 SH   SOLE   22,349 0 0
KENNAMETAL COM 489170100 23,302 580,225 SH   SOLE   580,225 0 0
KIMBERLY-CLARK COM 494368103 2,861 25,982 SH   SOLE   25,982 0 0
KRAFT HEINZ COM 500754106 1,434 23,018 SH   SOLE   23,018 0 0
LEGGETT & PLATT COM 524660107 3,234 72,905 SH   SOLE   72,905 0 0
LEUCADIA NAT'L CORP COM 527288102 273 12,000 SH   SOLE   12,000 0 0
LINCOLN NATIONAL COM 534187109 217 2,975 SH   SOLE   2,975 0 0
LOCKHEED MARTIN COM 539830109 39,098 115,698 SH   SOLE   115,698 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 18,504 995,895 SH   SOLE   995,895 0 0
MARSH & MCLENNAN COM 571748102 20,663 250,190 SH   SOLE   250,190 0 0
MCCORMICK & CO COM 579780206 40,845 383,918 SH   SOLE   383,918 0 0
MEDTRONIC PLC (IL) COM G5960L103 506 6,310 SH   SOLE   6,310 0 0
MERCK & CO INC NEW COM 58933Y105 234 4,289 SH   SOLE   4,289 0 0
METLIFE COM 59156R108 443 9,650 SH   SOLE   9,650 0 0
MICROSOFT COM 594918104 6,871 75,286 SH   SOLE   75,286 0 0
MINERALS TECHNOLOGIES COM 603158106 234 3,500 SH   SOLE   3,500 0 0
MONDELEZ INTERNATIONAL COM 609207105 222 5,310 SH   SOLE   5,310 0 0
MTS SYSTEMS COM 553777103 16,786 325,000 SH   SOLE   325,000 0 0
NESTLE SA ADR (SZ) COM 641069406 1,558 19,708 SH   SOLE   19,708 0 0
NEXTERA ENERGY COM 65339F101 1,004 6,145 SH   SOLE   6,145 0 0
NOKIA (FI) COM 654902204 27,576 5,041,270 SH   SOLE   5,041,270 0 0
NORFOLK SOUTHERN COM 655844108 697 5,135 SH   SOLE   5,135 0 0
OLIN COM 680665205 2,049 67,425 SH   SOLE   67,425 0 0
ORACLE CORP COM COM 68389X105 452 9,890 SH   SOLE   9,890 0 0
ORION ENGINEERED CARBONS (LU) COM L72967109 25,590 944,265 SH   SOLE   944,265 0 0
OSHKOSH CORP COM 688239201 15,454 200,000 SH   SOLE   200,000 0 0
PARKER-HANNIFIN COM 701094104 1,901 11,115 SH   SOLE   11,115 0 0
PENTAIR PLC (IL) COM G7S00T104 358 5,250 SH   SOLE   5,250 0 0
PEPSICO COM 713448108 30,699 281,258 SH   SOLE   281,258 0 0
PFIZER COM 717081103 2,631 74,120 SH   SOLE   74,120 0 0
PNC FINL SVCS GROUP COM COM 693475105 329 2,175 SH   SOLE   2,175 0 0
PROCTER & GAMBLE COM 742718109 4,071 51,354 SH   SOLE   51,354 0 0
PRUDENTIAL PLC (GB) COM 74435K204 23,775 465,000 SH   SOLE   465,000 0 0
RAYONIER ADVANCED MATERIALS COM 75508B104 16,828 783,800 SH   SOLE   783,800 0 0
ROCKWELL AUTOMATION COM 773903109 775 4,450 SH   SOLE   4,450 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 252 3,944 SH   SOLE   3,944 0 0
S & P GLOBAL COM 78409V104 50,206 262,778 SH   SOLE   262,778 0 0
SIEMENS AG ADR (DE) COM 826197501 15,980 250,000 SH   SOLE   250,000 0 0
SNAP-ON COM 833034101 2,091 14,175 SH   SOLE   14,175 0 0
SOLAREDGE TECHNOLOGIES COM 83417M104 28,930 550,000 SH   SOLE   550,000 0 0
STATE STREET COM 857477103 20,124 201,785 SH   SOLE   201,785 0 0
SUBURBAN PROPANE PARTNERS LP MLP 864482104 4,410 200,350 SH   SOLE   200,350 0 0
TELEDYNE TECHNOLOGIES COM 879360105 48,572 259,508 SH   SOLE   259,508 0 0
TERRA NITROGEN CO LP UNT 881005201 8,681 103,400 SH   SOLE   103,400 0 0
TETRA TECH COM 88162G103 29,192 596,370 SH   SOLE   596,370 0 0
TEXAS INSTRUMENTS COM 882508104 49,783 479,188 SH   SOLE   479,188 0 0
THERMO FISHER SCIENTIFIC COM 883556102 44,410 215,103 SH   SOLE   215,103 0 0
TRANSCANADA CORP ADR (CA) COM 89353D107 567 13,730 SH   SOLE   13,730 0 0
TRINSEO S.A. (LU) COM L9340P101 24,436 330,000 SH   SOLE   330,000 0 0
UNILEVER PLC ADR (GB) COM 904767704 718 12,915 SH   SOLE   12,915 0 0
UNION PACIFIC COM 907818108 32,053 238,438 SH   SOLE   238,438 0 0
UNITED TECHNOLOGIES COM 913017109 1,008 8,010 SH   SOLE   8,010 0 0
VERIZON COMMUNICATIONS COM 92343V104 584 12,204 SH   SOLE   12,204 0 0
VERMILION ENERGY (CA) COM 923725105 22,045 682,940 SH   SOLE   682,940 0 0
VERTEX PHARMACEUTICALS COM 92532F100 26,892 165,000 SH   SOLE   165,000 0 0
VISA COM 92826C839 37,135 310,442 SH   SOLE   310,442 0 0
VMWARE INC COM 928563402 25,588 211,000 SH   SOLE   211,000 0 0
VODAFONE GROUP (GB) COM 92857W308 18,062 649,250 SH   SOLE   649,250 0 0
VULCAN MATERIALS COM 929160109 18,179 159,224 SH   SOLE   159,224 0 0
WAL-MART STORES INC COM 931142103 26,654 299,581 SH   SOLE   299,581 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 12,086 184,600 SH   SOLE   184,600 0 0
WALT DISNEY COM 254687106 28,510 283,847 SH   SOLE   283,847 0 0
WELLTOWER INC COM 95040Q104 1,589 29,190 SH   SOLE   29,190 0 0
WESTERN DIGITAL CORP COM 958102105 211 2,285 SH   SOLE   2,285 0 0
WEYERHAEUSER COM 962166104 2,795 79,868 SH   SOLE   79,868 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102 15,889 780,000 SH   SOLE   780,000 0 0
XYLEM COM 98419M100 2,333 30,335 SH   SOLE   30,335 0 0
ZOETIS COM 98978V103 32,204 385,627 SH   SOLE   385,627 0 0