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 6,027 33,928 SH   SOLE   33,928 0 0
ABB LTD ADR (SZ) COM 000375204 33,746 884,094 SH   SOLE   884,094 0 0
ABBOTT LABORATORIES COM 002824100 619 4,399 SH   SOLE   4,399 0 0
ABBVIE INC COM 00287Y109 365 2,695 SH   SOLE   2,695 0 0
ACCENTURE LTD (IL) COM G1151C101 54,636 131,795 SH   SOLE   131,795 0 0
ADOBE COM 00724F101 54,717 96,493 SH   SOLE   96,493 0 0
AGILENT TECHNOLOGIES COM 00846U101 321 2,010 SH   SOLE   2,010 0 0
AIR PRODUCTS AND CHEMICALS COM 009158106 1,434 4,712 SH   SOLE   4,712 0 0
AKAMAI TECHNOLOGIES COM 00971T101 1,036 8,850 SH   SOLE   8,850 0 0
ALEXANDRIA REAL ESTATE EQUITIE COM 015271109 23,411 105,000 SH   SOLE   105,000 0 0
ALPHABET INC CLASS A COM 02079K305 1,501 518 SH   SOLE   518 0 0
ALPHABET INC CLASS C COM 02079K107 55,615 19,220 SH   SOLE   19,220 0 0
AMAZON.COM INC COM 023135106 55,363 16,604 SH   SOLE   16,604 0 0
AMERICAN EXPRESS COM 025816109 38,827 237,330 SH   SOLE   237,330 0 0
AMERICAN WATER WORKS COM 030420103 2,992 15,840 SH   SOLE   15,840 0 0
ANALOG DEVICES INC COM COM 032654105 260 1,481 SH   SOLE   1,481 0 0
AON PLC COM 037389103 334 1,110 SH   SOLE   1,110 0 0
APPLE INC COM 037833100 107,280 604,157 SH   SOLE   604,157 0 0
AUTOMATIC DATA PROCESSING COM 053015103 57,914 234,868 SH   SOLE   234,868 0 0
AVERY DENNISON COM 053611109 69,667 321,685 SH   SOLE   321,685 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,696 23,656 SH   SOLE   23,656 0 0
BECTON DICKINSON & CO COM 075887109 1,286 5,112 SH   SOLE   5,112 0 0
BHP GROUP LTD (AU) COM 088606108 516 8,550 SH   SOLE   8,550 0 0
BLACKSTONE INC COM 09260D107 74,141 573,007 SH   SOLE   573,007 0 0
BRISTOL-MYERS SQUIBB COM 110122108 592 9,490 SH   SOLE   9,490 0 0
BROOKFIELD INFRASTRUCTURE CORP COM 11275Q107 349 5,117 SH   SOLE   5,117 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 28,924 475,644 SH   SOLE   475,644 0 0
BROOKFIELD RENEWABLE CORP-A (C COM 11284V105 1,967 53,403 SH   SOLE   53,403 0 0
BROOKFIELD RENEWABLE PARTNERS UNT G16258108 23,419 654,350 SH   SOLE   654,350 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 7,569 61,610 SH   SOLE   61,610 0 0
CANADIAN NATURAL RESOURCES ADR COM 136385101 34,097 807,040 SH   SOLE   807,040 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 3,155 43,850 SH   SOLE   43,850 0 0
CAPITAL ONE FINANCIAL CP COM 14040h105 315 2,174 SH   SOLE   2,174 0 0
CATERPILLAR COM 149123101 2,416 11,684 SH   SOLE   11,684 0 0
CHARLES SCHWAB CORP COM 808513105 82,059 975,729 SH   SOLE   975,729 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 670 5,750 SH   SOLE   5,750 0 0
CHEVRON COM 166764100 669 5,700 SH   SOLE   5,700 0 0
CHUBB LTD (SZ) COM H1467J104 485 2,510 SH   SOLE   2,510 0 0
CHURCH AND DWIGHT COM 171340102 57,866 564,549 SH   SOLE   564,549 0 0
CISCO SYSTEMS COM 17275R102 10,847 171,166 SH   SOLE   171,166 0 0
COCA-COLA COM 191216100 2,004 33,850 SH   SOLE   33,850 0 0
COLGATE PALMOLIVE COM 194162103 6,031 70,669 SH   SOLE   70,669 0 0
CORNING COM 219350105 7,935 213,126 SH   SOLE   213,126 0 0
COSTCO WHOLESALE COM 22160K105 80,100 141,096 SH   SOLE   141,096 0 0
CROWN CASTLE INT'L COM 22822V101 26,054 124,816 SH   SOLE   124,816 0 0
CUMMINS INC COM 231021106 524 2,400 SH   SOLE   2,400 0 0
DEERE & CO COM 244199105 62,660 182,742 SH   SOLE   182,742 0 0
DIGITAL REALTY TRUST COM 253868103 1,033 5,841 SH   SOLE   5,841 0 0
DOW INC COM 260557103 567 9,989 SH   SOLE   9,989 0 0
DUKE ENERGY CORP NEW COM 26441C204 868 8,279 SH   SOLE   8,279 0 0
DUPONT DE NEMOURS COM 26614N102 21,287 263,520 SH   SOLE   263,520 0 0
EATON CORP COM g29183103 328 1,900 SH   SOLE   1,900 0 0
EDWARDS LIFESCIENCES COM 28176E108 30,772 237,530 SH   SOLE   237,530 0 0
EMERSON ELECTRIC COM 291011104 4,086 43,946 SH   SOLE   43,946 0 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 12,071 549,700 SH   SOLE   549,700 0 0
EQUIFAX COM 294429105 2,512 8,578 SH   SOLE   8,578 0 0
EQUINIX COM 29444U700 23,684 28,000 SH   SOLE   28,000 0 0
ESTEE LAUDER COM 518439104 357 965 SH   SOLE   965 0 0
EXXON MOBIL COM 30231g102 207 3,389 SH   SOLE   3,389 0 0
FEDEX CORPORATION COM 31428X106 30,898 119,464 SH   SOLE   119,464 0 0
FMC CORP COM 302491303 6,236 56,749 SH   SOLE   56,749 0 0
FNB CORP COM 302520101 330 27,216 SH   SOLE   27,216 0 0
GARMIN LTD (SZ) COM H2906T109 29,277 215,000 SH   SOLE   215,000 0 0
GENERAC HOLDINGS COM 368736104 39,566 112,430 SH   SOLE   112,430 0 0
GENERAL ELECTRIC COM 369604103 305 3,229 SH   SOLE   3,229 0 0
GENERAL MOTORS COM 37045V100 267 4,560 SH   SOLE   4,560 0 0
GLADSTONE LAND CORP COM 376549101 20,256 600,000 SH   SOLE   600,000 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733W105 233 5,274 SH   SOLE   5,274 0 0
GXO LOGISTICS COM 36262G101 363 4,000 SH   SOLE   4,000 0 0
HANNON ARMSTRONG SUSTAINABLE I COM 41068X100 16,733 315,000 SH   SOLE   315,000 0 0
HITACHI LTD ADR (JP) COM 433578507 18,965 175,000 SH   SOLE   175,000 0 0
HOME DEPOT COM 437076102 88,631 213,564 SH   SOLE   213,564 0 0
HONEYWELL INT'L COM 438516106 70,532 338,268 SH   SOLE   338,268 0 0
IBM COM 459200101 536 4,010 SH   SOLE   4,010 0 0
INGERSOLL RAND (IL) COM 45687V106 265 4,277 SH   SOLE   4,277 0 0
INT'L PAPER COM 460146103 2,052 43,675 SH   SOLE   43,675 0 0
INTEL CORP COM 458140100 288 5,601 SH   SOLE   5,601 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 37,068 246,053 SH   SOLE   246,053 0 0
INTUIT COM 461202103 28,325 44,036 SH   SOLE   44,036 0 0
JOHNSON & JOHNSON COM 478160104 48,246 282,025 SH   SOLE   282,025 0 0
JOHNSON CONTROLS (IL) COM G51502105 43,385 533,575 SH   SOLE   533,575 0 0
JPMORGAN CHASE COM 46625H100 67,255 424,721 SH   SOLE   424,721 0 0
KIMBERLY-CLARK COM 494368103 3,079 21,542 SH   SOLE   21,542 0 0
L3HARRIS COM 502431109 3,581 16,793 SH   SOLE   16,793 0 0
LEGGETT & PLATT COM 524660107 322 7,831 SH   SOLE   7,831 0 0
LIFE STORAGE COM 53223X107 15,318 100,000 SH   SOLE   100,000 0 0
LILLY ELI & COMPANY COM 532457108 43,843 158,725 SH   SOLE   158,725 0 0
LM ERICSSON TELEPHONE ADR (SE) COM 294821608 4,514 415,260 SH   SOLE   415,260 0 0
LOCKHEED MARTIN COM 539830109 44,764 125,949 SH   SOLE   125,949 0 0
LOWE'S COMPANIES COM 548661107 775 3,000 SH   SOLE   3,000 0 0
LULULEMON ATHLETICA COM 550021109 27,401 70,000 SH   SOLE   70,000 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 899 47,165 SH   SOLE   47,165 0 0
MARSH & MCLENNAN COM 571748102 1,218 7,009 SH   SOLE   7,009 0 0
MASTERCARD INC CL A COM 57636q104 8,505 23,670 SH   SOLE   23,670 0 0
MCCORMICK & CO COM 579780206 67,681 700,563 SH   SOLE   700,563 0 0
MCDONALD'S COM 580135101 1,992 7,432 SH   SOLE   7,432 0 0
MEDTRONIC PLC (IL) COM G5960L103 12,051 116,495 SH   SOLE   116,495 0 0
MERCK & CO INC NEW COM 58933Y105 254 3,309 SH   SOLE   3,309 0 0
MICROSOFT COM 594918104 95,015 282,515 SH   SOLE   282,515 0 0
MONDELEZ INTERNATIONAL COM 609207105 344 5,185 SH   SOLE   5,185 0 0
NESTLE SA ADR (SZ) COM 641069406 10,388 74,005 SH   SOLE   74,005 0 0
NEWMONT CORP COM 651639106 2,334 37,639 SH   SOLE   37,639 0 0
NEXTERA ENERGY COM 65339F101 4,672 50,039 SH   SOLE   50,039 0 0
NEXTERA ENERGY PARTNERS LP COM 65341B106 28,996 343,550 SH   SOLE   343,550 0 0
NOKIA (FI) COM 654902204 24,071 3,870,000 SH   SOLE   3,870,000 0 0
NORDSON CORP COM 655663102 46,861 183,575 SH   SOLE   183,575 0 0
NORFOLK SOUTHERN COM 655844108 1,448 4,865 SH   SOLE   4,865 0 0
NOVARTIS AG ADS (SZ) COM 66987v109 415 4,745 SH   SOLE   4,745 0 0
NVIDIA CORP COM COM 67066G104 69,426 236,054 SH   SOLE   236,054 0 0
OLIN COM 680665205 27,840 484,000 SH   SOLE   484,000 0 0
ORACLE CORP COM COM 68389X105 703 8,065 SH   SOLE   8,065 0 0
PALO ALTO NETWORKS COM 697435105 30,745 55,222 SH   SOLE   55,222 0 0
PARKER-HANNIFIN COM 701094104 2,834 8,910 SH   SOLE   8,910 0 0
PAYPAL HOLDINGS COM 70450Y103 42,836 227,151 SH   SOLE   227,151 0 0
PEPSICO COM 713448108 9,716 55,931 SH   SOLE   55,931 0 0
PFIZER COM 717081103 5,076 85,955 SH   SOLE   85,955 0 0
PROCTER & GAMBLE COM 742718109 65,495 400,387 SH   SOLE   400,387 0 0
PROLOGIS COM 74340W103 37,328 221,713 SH   SOLE   221,713 0 0
PURE STORAGE COM 74624M102 31,736 975,000 SH   SOLE   975,000 0 0
RAYTHEON TECHNOLOGIES COM 75513E101 558 6,485 SH   SOLE   6,485 0 0
ROCHE HOLDING AG (SZ) COM 771195104 3,343 64,673 SH   SOLE   64,673 0 0
ROCKWELL AUTOMATION COM 773903109 1,099 3,150 SH   SOLE   3,150 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 1,318 12,413 SH   SOLE   12,413 0 0
S & P GLOBAL COM 78409V104 80,324 170,204 SH   SOLE   170,204 0 0
SNAP-ON COM 833034101 570 2,645 SH   SOLE   2,645 0 0
SOFI TECHNOLOGIES COM 83406F102 4,743 300,000 SH   SOLE   300,000 0 0
SOLAREDGE TECHNOLOGIES COM 83417M104 25,812 92,000 SH   SOLE   92,000 0 0
SONY CORP (JP) COM 835699307 49,566 392,139 SH   SOLE   392,139 0 0
STARBUCKS CORPORATION COM 855244109 225 1,921 SH   SOLE   1,921 0 0
STATE STREET COM 857477103 1,804 19,393 SH   SOLE   19,393 0 0
SUBURBAN PROPANE PARTNERS LP UNT 864482104 8,790 600,000 SH   SOLE   600,000 0 0
SUNOCO LP COM 86765K109 24,498 600,000 SH   SOLE   600,000 0 0
TAIWAN SEMICONDUCTOR MFG (TW) COM 874039100 401 3,330 SH   SOLE   3,330 0 0
TELEDYNE TECHNOLOGIES COM 879360105 80,706 184,728 SH   SOLE   184,728 0 0
TETRA TECH COM 88162G103 65,493 385,705 SH   SOLE   385,705 0 0
TEXAS INSTRUMENTS COM 882508104 69,163 366,971 SH   SOLE   366,971 0 0
THERMO FISHER SCIENTIFIC COM 883556102 90,615 135,805 SH   SOLE   135,805 0 0
TOYOTA MOTOR (JP) COM 892331307 982 5,300 SH   SOLE   5,300 0 0
TRANE TECHNOLOGIES PLC (IL) COM G8994E103 1,209 5,985 SH   SOLE   5,985 0 0
TRIMBLE COM 896239100 27,029 310,000 SH   SOLE   310,000 0 0
TRUIST FINANCIAL CORP COM 89832Q109 2,278 38,915 SH   SOLE   38,915 0 0
UNILEVER PLC ADR (GB) COM 904767704 336 6,248 SH   SOLE   6,248 0 0
UNION PACIFIC COM 907818108 72,893 289,337 SH   SOLE   289,337 0 0
UNITED PARCEL SERVICE COM 911312106 4,721 22,026 SH   SOLE   22,026 0 0
UNITEDHEALTH GROUP COM 91324P102 43,603 86,835 SH   SOLE   86,835 0 0
VERIZON COMMUNICATIONS COM 92343V104 5,160 99,308 SH   SOLE   99,308 0 0
VERTEX PHARMACEUTICALS COM 92532F100 42,629 194,120 SH   SOLE   194,120 0 0
VERTIV HOLDINGS COM 92537N108 54,623 2,187,535 SH   SOLE   2,187,535 0 0
VIAVI SOLUTIONS COM 925550105 17,972 1,020,000 SH   SOLE   1,020,000 0 0
VISA COM 92826C839 50,501 233,035 SH   SOLE   233,035 0 0
VULCAN MATERIALS COM 929160109 1,480 7,128 SH   SOLE   7,128 0 0
WALMART COM 931142103 6,616 45,722 SH   SOLE   45,722 0 0
WALT DISNEY COM 254687106 49,158 317,375 SH   SOLE   317,375 0 0
WASTE MANAGEMENT COM 94106L109 4,025 24,117 SH   SOLE   24,117 0 0
WELLTOWER COM 95040Q104 28,539 332,743 SH   SOLE   332,743 0 0
WEYERHAEUSER COM 962166104 30,932 751,138 SH   SOLE   751,138 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102 1,741 40,545 SH   SOLE   40,545 0 0
XYLEM COM 98419M100 7,287 60,762 SH   SOLE   60,762 0 0
ZOETIS COM 98978V103 75,213 308,212 SH   SOLE   308,212 0 0