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 46,859 238,203 SH   SOLE   238,203 0 0
ABB LTD ADR (SZ) COM 000375204 18,711 859,469 SH   SOLE   859,469 0 0
ALLEGHANY CORP COM 017175100 265 461 SH   SOLE   461 0 0
ALLEGHENY TECH COM 01741R102 36,543 1,454,735 SH   SOLE   1,454,735 0 0
ALPHABET INC CLASS A COM 02079K305 619 548 SH   SOLE   548 0 0
ALPHABET INC CLASS C COM 02079K107 3,576 3,205 SH   SOLE   3,205 0 0
AMERICAN EXPRESS COM 025816109 31,235 318,725 SH   SOLE   318,725 0 0
APPLE INC COM 037833100 48,978 264,590 SH   SOLE   264,590 0 0
AT&T COM 00206R102 2,600 80,974 SH   SOLE   80,974 0 0
AUTOMATIC DATA PROCESSING COM 053015103 38,868 289,756 SH   SOLE   289,756 0 0
AVERY DENNISON COM 053611109 35,065 343,441 SH   SOLE   343,441 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,347 23,540 SH   SOLE   23,540 0 0
BAYER ADR (DE) COM 072730302 16,644 603,470 SH   SOLE   603,470 0 0
BB&T COM 054937107 1,992 39,500 SH   SOLE   39,500 0 0
BECTON DICKINSON & CO COM 075887109 2,309 9,640 SH   SOLE   9,640 0 0
BLACKSTONE GROUP LP UNT 09253U108 9,099 282,850 SH   SOLE   282,850 0 0
BOEING COM 097023105 29,326 87,407 SH   SOLE   87,407 0 0
BORG WARNER INC COM 099724106 483 11,180 SH   SOLE   11,180 0 0
BRISTOL-MYERS SQUIBB COM 110122108 598 10,805 SH   SOLE   10,805 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 18,543 482,899 SH   SOLE   482,899 0 0
BROOKFIELD RENEWABLE COMMON LP UNT G16258108 9,723 323,563 SH   SOLE   323,563 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 27,128 331,842 SH   SOLE   331,842 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 1,435 7,840 SH   SOLE   7,840 0 0
CATERPILLAR COM 149123101 1,434 10,567 SH   SOLE   10,567 0 0
CHARLES SCHWAB CORP COM 808513105 46,640 912,715 SH   SOLE   912,715 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 2,033 20,810 SH   SOLE   20,810 0 0
CHEVRON CORPORATION COM 166764100 33,828 267,560 SH   SOLE   267,560 0 0
CHUBB LTD (SZ) COM H1467J104 351 2,765 SH   SOLE   2,765 0 0
CHURCH AND DWIGHT COM 171340102 41,158 774,221 SH   SOLE   774,221 0 0
CISCO SYSTEMS COM 17275R102 38,411 892,665 SH   SOLE   892,665 0 0
CITIGROUP INC COM 172967101 276 4,120 SH   SOLE   4,120 0 0
COCA-COLA COM 191216100 7,583 172,900 SH   SOLE   172,900 0 0
COLGATE PALMOLIVE COM 194162103 24,726 381,510 SH   SOLE   381,510 0 0
CORNING COM 219350105 43,739 1,589,917 SH   SOLE   1,589,917 0 0
COTT CORP (CA) COM 22163N106 20,770 1,255,000 SH   SOLE   1,255,000 0 0
CUMMINS INC COM 231021106 382 2,875 SH   SOLE   2,875 0 0
DEERE AND CO COM 244199105 31,488 225,236 SH   SOLE   225,236 0 0
DOWDUPONT COM 26078J100 37,296 565,782 SH   SOLE   565,782 0 0
DUKE ENERGY CORP NEW COM 26441C204 1,076 13,603 SH   SOLE   13,603 0 0
DUN & BRADSTREET COM 26483E100 266 2,165 SH   SOLE   2,165 0 0
EMERSON ELECTRIC COM 291011104 5,081 73,491 SH   SOLE   73,491 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107 10,981 396,870 SH   SOLE   396,870 0 0
EQUIFAX COM 294429105 1,182 9,447 SH   SOLE   9,447 0 0
EXXON MOBIL COM 30231g102 3,854 46,590 SH   SOLE   46,590 0 0
FEDEX CORPORATION COM 31428X106 34,083 150,106 SH   SOLE   150,106 0 0
FLUOR COM 343412102 296 6,075 SH   SOLE   6,075 0 0
FMC CORP COM 302491303 40,201 450,635 SH   SOLE   450,635 0 0
FNB CORP COM 302520101 626 46,656 SH   SOLE   46,656 0 0
GENERAL ELECTRIC COM 369604103 1,201 88,280 SH   SOLE   88,280 0 0
GENERAL MOTORS COM 37045V100 2,730 69,290 SH   SOLE   69,290 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733w105 543 13,476 SH   SOLE   13,476 0 0
GLENCORE PLC ADR (SZ) COM 37827X100 13,851 1,458,000 SH   SOLE   1,458,000 0 0
HARRIS COM 413875105 39,248 271,540 SH   SOLE   271,540 0 0
HOME DEPOT INC COM 437076102 44,807 229,662 SH   SOLE   229,662 0 0
HONEYWELL INT'L COM 438516106 45,356 314,860 SH   SOLE   314,860 0 0
HP INC COM 40434L105 33,108 1,459,160 SH   SOLE   1,459,160 0 0
HUNTINGTON BANCSHARES COM 446150104 2,651 179,580 SH   SOLE   179,580 0 0
IBM COM 459200101 22,676 162,320 SH   SOLE   162,320 0 0
INGERSOLL-RAND PLC (IL) COM G47791101 1,220 13,600 SH   SOLE   13,600 0 0
INGREDION COM 457187102 217 1,960 SH   SOLE   1,960 0 0
INT'L PAPER COM 460146103 32,437 622,835 SH   SOLE   622,835 0 0
INTEL CORP COM 458140100 338 6,790 SH   SOLE   6,790 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 17,545 141,537 SH   SOLE   141,537 0 0
IPG PHOTONICS COM 44980X109 30,888 140,000 SH   SOLE   140,000 0 0
JACK HENRY ASSOC COM 426281101 28,027 215,000 SH   SOLE   215,000 0 0
JEFFERIES FINANCIAL GROUP COM 47233W109 273 12,000 SH   SOLE   12,000 0 0
JOHNSON & JOHNSON COM 478160104 37,340 307,728 SH   SOLE   307,728 0 0
JPMORGAN CHASE COM 46625h100 2,336 22,414 SH   SOLE   22,414 0 0
KENNAMETAL COM 489170100 16,256 452,800 SH   SOLE   452,800 0 0
KIMBERLY-CLARK COM 494368103 2,713 25,755 SH   SOLE   25,755 0 0
KRAFT HEINZ COM 500754106 1,239 19,726 SH   SOLE   19,726 0 0
LEGGETT & PLATT COM 524660107 2,788 62,447 SH   SOLE   62,447 0 0
LOCKHEED MARTIN COM 539830109 33,754 114,255 SH   SOLE   114,255 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 17,571 977,770 SH   SOLE   977,770 0 0
MARRIOTT INT'L COM 571903202 15,192 120,000 SH   SOLE   120,000 0 0
MARSH & MCLENNAN COM 571748102 20,511 250,225 SH   SOLE   250,225 0 0
MCCORMICK & CO COM 579780206 43,630 375,830 SH   SOLE   375,830 0 0
MEDTRONIC PLC (IL) COM G5960L103 546 6,375 SH   SOLE   6,375 0 0
MELLANOX TECHNOLOGIES (IS) COM M51363113 19,389 230,000 SH   SOLE   230,000 0 0
MERCK & CO INC NEW COM 58933Y105 264 4,349 SH   SOLE   4,349 0 0
MEREDITH CORP COM 589433101 15,300 300,000 SH   SOLE   300,000 0 0
METLIFE COM 59156R108 290 6,650 SH   SOLE   6,650 0 0
MICROSOFT COM 594918104 7,389 74,933 SH   SOLE   74,933 0 0
MONDELEZ INTERNATIONAL COM 609207105 226 5,510 SH   SOLE   5,510 0 0
NESTLE SA ADR (SZ) COM 641069406 1,496 19,325 SH   SOLE   19,325 0 0
NEXTERA ENERGY COM 65339F101 1,356 8,116 SH   SOLE   8,116 0 0
NOKIA (FI) COM 654902204 28,677 4,987,285 SH   SOLE   4,987,285 0 0
NORFOLK SOUTHERN COM 655844108 699 4,635 SH   SOLE   4,635 0 0
OLIN COM 680665205 1,929 67,175 SH   SOLE   67,175 0 0
ORACLE CORP COM COM 68389X105 420 9,540 SH   SOLE   9,540 0 0
ORION ENGINEERED CARBONS (LU) COM L72967109 28,721 930,990 SH   SOLE   930,990 0 0
PARKER-HANNIFIN COM 701094104 1,732 11,115 SH   SOLE   11,115 0 0
PAYPAL HOLDINGS COM 70450Y103 12,754 153,165 SH   SOLE   153,165 0 0
PENTAIR PLC (IL) COM G7S00T104 221 5,250 SH   SOLE   5,250 0 0
PEPSICO COM 713448108 34,947 321,001 SH   SOLE   321,001 0 0
PFIZER COM 717081103 2,636 72,645 SH   SOLE   72,645 0 0
PNC FINL SVCS GROUP COM COM 693475105 294 2,175 SH   SOLE   2,175 0 0
PROCTER & GAMBLE COM 742718109 3,901 49,979 SH   SOLE   49,979 0 0
PROLOGIS COM 74340W103 877 13,356 SH   SOLE   13,356 0 0
PRUDENTIAL PLC (GB) COM 74435K204 21,250 465,000 SH   SOLE   465,000 0 0
RAYONIER ADVANCED MATERIALS COM 75508B104 13,843 810,000 SH   SOLE   810,000 0 0
ROCKWELL AUTOMATION COM 773903109 740 4,450 SH   SOLE   4,450 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 1,140 15,145 SH   SOLE   15,145 0 0
ROYAL DUTCH SHELL PLC ADR A (N COM 780259206 273 3,944 SH   SOLE   3,944 0 0
S & P GLOBAL COM 78409V104 50,445 247,413 SH   SOLE   247,413 0 0
SNAP-ON COM 833034101 2,490 15,490 SH   SOLE   15,490 0 0
SOLAREDGE TECHNOLOGIES COM 83417M104 21,532 450,000 SH   SOLE   450,000 0 0
STATE STREET COM 857477103 19,761 212,275 SH   SOLE   212,275 0 0
SUBURBAN PROPANE PARTNERS LP MLP 864482104 4,706 200,350 SH   SOLE   200,350 0 0
TELEDYNE TECHNOLOGIES COM 879360105 50,799 255,193 SH   SOLE   255,193 0 0
TETRA TECH COM 88162G103 34,197 584,570 SH   SOLE   584,570 0 0
TEXAS INSTRUMENTS COM 882508104 52,256 473,981 SH   SOLE   473,981 0 0
THE COOPER COMPANIES COM 216648402 20,067 85,230 SH   SOLE   85,230 0 0
THERMO FISHER SCIENTIFIC COM 883556102 42,284 204,132 SH   SOLE   204,132 0 0
TIMKEN COM 887389104 18,058 414,650 SH   SOLE   414,650 0 0
TRANSCANADA CORP ADR (CA) COM 89353D107 577 13,350 SH   SOLE   13,350 0 0
TRINSEO S.A. (LU) COM L9340P101 23,413 330,000 SH   SOLE   330,000 0 0
UNILEVER PLC ADR (GB) COM 904767704 702 12,708 SH   SOLE   12,708 0 0
UNION PACIFIC COM 907818108 33,783 238,448 SH   SOLE   238,448 0 0
UNITED TECHNOLOGIES COM 913017109 978 7,820 SH   SOLE   7,820 0 0
VERIZON COMMUNICATIONS COM 92343V104 594 11,805 SH   SOLE   11,805 0 0
VERMILION ENERGY (CA) COM 923725105 24,378 676,990 SH   SOLE   676,990 0 0
VERTEX PHARMACEUTICALS COM 92532F100 28,043 165,000 SH   SOLE   165,000 0 0
VISA COM 92826C839 40,550 306,152 SH   SOLE   306,152 0 0
VMWARE INC COM 928563402 29,394 200,000 SH   SOLE   200,000 0 0
VODAFONE GROUP (GB) COM 92857W308 1,211 49,825 SH   SOLE   49,825 0 0
VULCAN MATERIALS COM 929160109 2,475 19,180 SH   SOLE   19,180 0 0
WAL-MART STORES INC COM 931142103 29,231 341,284 SH   SOLE   341,284 0 0
WALT DISNEY COM 254687106 29,560 282,038 SH   SOLE   282,038 0 0
WELLTOWER INC COM 95040Q104 1,868 29,795 SH   SOLE   29,795 0 0
WEYERHAEUSER COM 962166104 2,930 80,363 SH   SOLE   80,363 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102 17,207 780,000 SH   SOLE   780,000 0 0
XYLEM COM 98419M100 2,550 37,852 SH   SOLE   37,852 0 0
ZOETIS COM 98978V103 32,616 382,857 SH   SOLE   382,857 0 0