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 9,066 45,643 SH   SOLE   45,643 0 0
ABB LTD ADR (SZ) COM 000375204 1,583 46,564 SH   SOLE   46,564 0 0
ABBOTT LABORATORIES COM 002824100 510 4,399 SH   SOLE   4,399 0 0
ABBVIE INC COM 00287Y109 249 2,215 SH   SOLE   2,215 0 0
ACCENTURE LTD (IL) COM G1151C101 42,145 142,965 SH   SOLE   142,965 0 0
ADOBE COM 00724F101 61,482 104,983 SH   SOLE   104,983 0 0
AGILENT TECHNOLOGIES COM 00846U101 297 2,010 SH   SOLE   2,010 0 0
AIR PRODUCTS AND CHEMICALS COM 009158106 1,396 4,853 SH   SOLE   4,853 0 0
AKAMAI TECHNOLOGIES COM 00971T101 34,750 298,025 SH   SOLE   298,025 0 0
ALEXANDRIA REAL ESTATE EQUITIE COM 015271109 19,104 105,000 SH   SOLE   105,000 0 0
ALPHABET INC CLASS A COM 02079K305 1,267 519 SH   SOLE   519 0 0
ALPHABET INC CLASS C COM 02079K107 49,953 19,931 SH   SOLE   19,931 0 0
AMAZON.COM INC COM 023135106 57,619 16,749 SH   SOLE   16,749 0 0
AMERICAN EXPRESS COM 025816109 10,965 66,360 SH   SOLE   66,360 0 0
AMERICAN WATER WORKS COM 030420103 2,652 17,209 SH   SOLE   17,209 0 0
ANALOG DEVICES INC COM COM 032654105 255 1,481 SH   SOLE   1,481 0 0
AON PLC COM 037389103 265 1,110 SH   SOLE   1,110 0 0
APPLE INC COM 037833100 86,443 631,156 SH   SOLE   631,156 0 0
AT&T COM 00206R102 1,065 36,993 SH   SOLE   36,993 0 0
AUTOMATIC DATA PROCESSING COM 053015103 51,892 261,263 SH   SOLE   261,263 0 0
AVERY DENNISON COM 053611109 69,021 328,295 SH   SOLE   328,295 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,399 21,506 SH   SOLE   21,506 0 0
BECTON DICKINSON & CO COM 075887109 1,654 6,803 SH   SOLE   6,803 0 0
BHP GROUP LTD (AU) COM 088606108 12,177 167,200 SH   SOLE   167,200 0 0
BLACKSTONE INC COM 09260D107 71,327 734,271 SH   SOLE   734,271 0 0
BRISTOL-MYERS SQUIBB COM 110122108 634 9,490 SH   SOLE   9,490 0 0
BROOKFIELD INFRASTRUCTURE CORP COM 11275Q107 386 5,117 SH   SOLE   5,117 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 26,422 475,644 SH   SOLE   475,644 0 0
BROOKFIELD RENEWABLE CORP-A (C COM 11284V105 2,253 53,711 SH   SOLE   53,711 0 0
BROOKFIELD RENEWABLE PARTNERS UNT G16258108 25,535 662,050 SH   SOLE   662,050 0 0
BROOKS AUTOMATION COM 114340102 23,820 250,000 SH   SOLE   250,000 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 6,647 62,994 SH   SOLE   62,994 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 33,901 440,790 SH   SOLE   440,790 0 0
CAPITAL ONE FINANCIAL CP COM 14040h105 336 2,174 SH   SOLE   2,174 0 0
CATERPILLAR COM 149123101 2,249 10,334 SH   SOLE   10,334 0 0
CHARLES SCHWAB CORP COM 808513105 80,177 1,101,184 SH   SOLE   1,101,184 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 856 7,375 SH   SOLE   7,375 0 0
CHEVRON COM 166764100 906 8,650 SH   SOLE   8,650 0 0
CHUBB LTD (SZ) COM H1467J104 399 2,510 SH   SOLE   2,510 0 0
CHURCH AND DWIGHT COM 171340102 48,352 567,374 SH   SOLE   567,374 0 0
CISCO SYSTEMS COM 17275R102 34,803 656,655 SH   SOLE   656,655 0 0
CITIGROUP INC COM 172967101 228 3,220 SH   SOLE   3,220 0 0
COCA-COLA COM 191216100 1,872 34,600 SH   SOLE   34,600 0 0
COLGATE PALMOLIVE COM 194162103 6,055 74,433 SH   SOLE   74,433 0 0
COMPASS DIVERSIFIED HOLDINGS SH BEN INT 20451Q104 10,837 425,000 SH   SOLE   425,000 0 0
CORNING COM 219350105 52,243 1,277,344 SH   SOLE   1,277,344 0 0
COSTCO WHOLESALE COM 22160K105 55,478 140,213 SH   SOLE   140,213 0 0
CROWN CASTLE INT'L COM 22822V101 24,566 125,914 SH   SOLE   125,914 0 0
CUMMINS INC COM 231021106 585 2,400 SH   SOLE   2,400 0 0
DEERE & CO COM 244199105 67,816 192,272 SH   SOLE   192,272 0 0
DIGITAL REALTY TRUST COM 253868103 988 6,568 SH   SOLE   6,568 0 0
DOW INC COM 260557103 442 6,989 SH   SOLE   6,989 0 0
DUKE ENERGY CORP NEW COM 26441C204 896 9,079 SH   SOLE   9,079 0 0
DUPONT DE NEMOURS COM 26614N102 1,332 17,210 SH   SOLE   17,210 0 0
EATON CORP COM g29183103 282 1,900 SH   SOLE   1,900 0 0
EMERSON ELECTRIC COM 291011104 41,968 436,081 SH   SOLE   436,081 0 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 11,141 461,700 SH   SOLE   461,700 0 0
EQUIFAX COM 294429105 2,055 8,578 SH   SOLE   8,578 0 0
EQUINIX COM 29444U700 22,473 28,000 SH   SOLE   28,000 0 0
ESTEE LAUDER COM 518439104 307 965 SH   SOLE   965 0 0
EXXON MOBIL COM 30231g102 236 3,739 SH   SOLE   3,739 0 0
FEDEX CORPORATION COM 31428X106 5,954 19,957 SH   SOLE   19,957 0 0
FMC CORP COM 302491303 8,320 76,898 SH   SOLE   76,898 0 0
FNB CORP COM 302520101 575 46,656 SH   SOLE   46,656 0 0
GARMIN LTD (SZ) COM H2906T109 32,110 222,000 SH   SOLE   222,000 0 0
GENERAC HOLDINGS COM 368736104 35,288 85,000 SH   SOLE   85,000 0 0
GENERAL ELECTRIC COM 369604103 445 33,042 SH   SOLE   33,042 0 0
GLADSTONE LAND CORP COM 376549101 14,436 600,000 SH   SOLE   600,000 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733W105 210 5,274 SH   SOLE   5,274 0 0
HANNON ARMSTRONG SUSTAINABLE I COM 41068X100 17,687 315,000 SH   SOLE   315,000 0 0
HOME DEPOT COM 437076102 69,883 219,146 SH   SOLE   219,146 0 0
HONEYWELL INT'L COM 438516106 77,295 352,382 SH   SOLE   352,382 0 0
HUNTINGTON BANCSHARES COM 446150104 334 23,400 SH   SOLE   23,400 0 0
IBM COM 459200101 630 4,300 SH   SOLE   4,300 0 0
INGERSOLL RAND (IL) COM 45687V106 226 4,629 SH   SOLE   4,629 0 0
INT'L PAPER COM 460146103 5,425 88,480 SH   SOLE   88,480 0 0
INTEL CORP COM 458140100 286 5,090 SH   SOLE   5,090 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 39,961 267,476 SH   SOLE   267,476 0 0
JOHNSON & JOHNSON COM 478160104 59,716 362,486 SH   SOLE   362,486 0 0
JOHNSON CONTROLS (IL) COM G51502105 38,553 561,750 SH   SOLE   561,750 0 0
JPMORGAN CHASE COM 46625H100 67,657 434,981 SH   SOLE   434,981 0 0
KIMBERLY-CLARK COM 494368103 3,055 22,839 SH   SOLE   22,839 0 0
L3HARRIS COM 502431109 3,436 15,898 SH   SOLE   15,898 0 0
LEGGETT & PLATT COM 524660107 406 7,831 SH   SOLE   7,831 0 0
LM ERICSSON TELEPHONE ADR (SE) COM 294821608 34,514 2,743,595 SH   SOLE   2,743,595 0 0
LOCKHEED MARTIN COM 539830109 45,328 119,804 SH   SOLE   119,804 0 0
LOWE'S COMPANIES COM 548661107 386 1,992 SH   SOLE   1,992 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 890 45,165 SH   SOLE   45,165 0 0
MARSH & MCLENNAN COM 571748102 988 7,025 SH   SOLE   7,025 0 0
MASTERCARD INC CL A COM 57636q104 5,772 15,810 SH   SOLE   15,810 0 0
MCCORMICK & CO COM 579780206 60,428 684,192 SH   SOLE   684,192 0 0
MCDONALD'S COM 580135101 1,628 7,047 SH   SOLE   7,047 0 0
MEDTRONIC PLC (IL) COM G5960L103 54,441 438,580 SH   SOLE   438,580 0 0
MERCK & CO INC NEW COM 58933Y105 260 3,349 SH   SOLE   3,349 0 0
MICROSOFT COM 594918104 81,663 301,452 SH   SOLE   301,452 0 0
MONDELEZ INTERNATIONAL COM 609207105 324 5,185 SH   SOLE   5,185 0 0
NESTLE SA ADR (SZ) COM 641069406 8,736 70,030 SH   SOLE   70,030 0 0
NEWMONT CORP COM 651639106 2,278 35,939 SH   SOLE   35,939 0 0
NEXTERA ENERGY COM 65339F101 3,808 51,966 SH   SOLE   51,966 0 0
NEXTERA ENERGY PARTNERS LP COM 65341B106 26,211 343,250 SH   SOLE   343,250 0 0
NORDSON CORP COM 655663102 40,231 183,275 SH   SOLE   183,275 0 0
NORFOLK SOUTHERN COM 655844108 1,297 4,885 SH   SOLE   4,885 0 0
NOVARTIS AG ADS (SZ) COM 66987v109 433 4,745 SH   SOLE   4,745 0 0
NVIDIA CORP COM COM 67066G104 66,128 82,650 SH   SOLE   82,650 0 0
ORACLE CORP COM COM 68389X105 628 8,065 SH   SOLE   8,065 0 0
PARKER-HANNIFIN COM 701094104 2,875 9,360 SH   SOLE   9,360 0 0
PAYPAL HOLDINGS COM 70450Y103 64,845 222,468 SH   SOLE   222,468 0 0
PEPSICO COM 713448108 8,475 57,196 SH   SOLE   57,196 0 0
PFIZER COM 717081103 3,529 90,122 SH   SOLE   90,122 0 0
PROCTER & GAMBLE COM 742718109 54,548 404,266 SH   SOLE   404,266 0 0
PROLOGIS COM 74340W103 26,586 222,420 SH   SOLE   222,420 0 0
RAYTHEON TECHNOLOGIES COM 75513E101 671 7,870 SH   SOLE   7,870 0 0
ROCHE HOLDING AG (SZ) COM 771195104 1,527 32,490 SH   SOLE   32,490 0 0
ROCKWELL AUTOMATION COM 773903109 901 3,150 SH   SOLE   3,150 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 1,472 14,527 SH   SOLE   14,527 0 0
S & P GLOBAL COM 78409V104 74,587 181,719 SH   SOLE   181,719 0 0
SNAP-ON COM 833034101 591 2,645 SH   SOLE   2,645 0 0
SOLAREDGE TECHNOLOGIES COM 83417M104 27,637 100,000 SH   SOLE   100,000 0 0
SONY CORP (JP) COM 835699307 39,582 407,139 SH   SOLE   407,139 0 0
STARBUCKS CORPORATION COM 855244109 215 1,921 SH   SOLE   1,921 0 0
STATE STREET COM 857477103 1,604 19,493 SH   SOLE   19,493 0 0
SUNOCO LP COM 86765K109 22,243 590,000 SH   SOLE   590,000 0 0
TAIWAN SEMICONDUCTOR MFG (TW) COM 874039100 400 3,330 SH   SOLE   3,330 0 0
TELEDYNE TECHNOLOGIES COM 879360105 77,680 185,470 SH   SOLE   185,470 0 0
TETRA TECH COM 88162G103 50,969 417,640 SH   SOLE   417,640 0 0
TEXAS INSTRUMENTS COM 882508104 71,369 371,136 SH   SOLE   371,136 0 0
THERMO FISHER SCIENTIFIC COM 883556102 75,441 149,545 SH   SOLE   149,545 0 0
TIMKEN COM 887389104 29,415 365,000 SH   SOLE   365,000 0 0
TOYOTA MOTOR (JP) COM 892331307 39,454 225,660 SH   SOLE   225,660 0 0
TRANE TECHNOLOGIES PLC (IL) COM G8994E103 1,102 5,985 SH   SOLE   5,985 0 0
TRUIST FINANCIAL CORP COM 89832Q109 2,160 38,915 SH   SOLE   38,915 0 0
UNILEVER PLC ADR (GB) COM 904767704 431 7,373 SH   SOLE   7,373 0 0
UNION PACIFIC COM 907818108 61,723 280,647 SH   SOLE   280,647 0 0
UNITED PARCEL SERVICE COM 911312106 45,219 217,430 SH   SOLE   217,430 0 0
UNITEDHEALTH GROUP COM 91324P102 5,176 12,925 SH   SOLE   12,925 0 0
VERIZON COMMUNICATIONS COM 92343V104 5,957 106,323 SH   SOLE   106,323 0 0
VERTEX PHARMACEUTICALS COM 92532F100 30,244 150,000 SH   SOLE   150,000 0 0
VERTIV HOLDINGS COM 92537N108 55,069 2,017,170 SH   SOLE   2,017,170 0 0
VIAVI SOLUTIONS COM 925550105 21,192 1,200,000 SH   SOLE   1,200,000 0 0
VISA COM 92826C839 58,798 251,469 SH   SOLE   251,469 0 0
VULCAN MATERIALS COM 929160109 1,302 7,481 SH   SOLE   7,481 0 0
WALMART COM 931142103 39,425 279,567 SH   SOLE   279,567 0 0
WALT DISNEY COM 254687106 55,678 316,765 SH   SOLE   316,765 0 0
WASTE MANAGEMENT COM 94106L109 3,403 24,285 SH   SOLE   24,285 0 0
WELLTOWER COM 95040Q104 27,668 332,943 SH   SOLE   332,943 0 0
WEYERHAEUSER COM 962166104 25,920 753,058 SH   SOLE   753,058 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102 1,699 38,545 SH   SOLE   38,545 0 0
XYLEM COM 98419M100 7,589 63,260 SH   SOLE   63,260 0 0
ZOETIS COM 98978V103 66,244 355,460 SH   SOLE   355,460 0 0