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
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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 4,821 32,383 SH   SOLE   32,383 0 0
ABB LTD ADR (SZ) COM 000375204 1,325 40,964 SH   SOLE   40,964 0 0
ABBOTT LABORATORIES COM 002824100 497 4,199 SH   SOLE   4,199 0 0
ABBVIE INC COM 00287Y109 437 2,695 SH   SOLE   2,695 0 0
ACCENTURE LTD (IL) COM G1151C101 41,049 121,725 SH   SOLE   121,725 0 0
ADOBE COM 00724F101 39,804 87,363 SH   SOLE   87,363 0 0
AGILENT TECHNOLOGIES COM 00846U101 266 2,010 SH   SOLE   2,010 0 0
AIR PRODUCTS AND CHEMICALS COM 009158106 1,240 4,962 SH   SOLE   4,962 0 0
AKAMAI TECHNOLOGIES COM 00971T101 1,057 8,850 SH   SOLE   8,850 0 0
ALASKA AIR GROUP COM 011659109 12,762 220,000 SH   SOLE   220,000 0 0
ALEXANDRIA REAL ESTATE EQUITIE COM 015271109 21,131 105,000 SH   SOLE   105,000 0 0
ALLEGHENY TECH COM 01741R102 40,221 1,498,565 SH   SOLE   1,498,565 0 0
ALPHABET INC CLASS A COM 02079K305 1,524 548 SH   SOLE   548 0 0
ALPHABET INC CLASS C COM 02079K107 62,571 22,403 SH   SOLE   22,403 0 0
AMAZON.COM INC COM 023135106 47,615 14,606 SH   SOLE   14,606 0 0
AMERICAN EXPRESS COM 025816109 48,605 259,920 SH   SOLE   259,920 0 0
AMERICAN WATER WORKS COM 030420103 2,504 15,130 SH   SOLE   15,130 0 0
ANALOG DEVICES INC COM COM 032654105 245 1,481 SH   SOLE   1,481 0 0
AON PLC COM 037389103 361 1,110 SH   SOLE   1,110 0 0
APPLE INC COM 037833100 99,800 571,557 SH   SOLE   571,557 0 0
ARCHER-DANIELS MIDLAND COM 039483102 40,135 444,660 SH   SOLE   444,660 0 0
AUTOMATIC DATA PROCESSING COM 053015103 53,458 234,940 SH   SOLE   234,940 0 0
AVERY DENNISON COM 053611109 56,412 324,260 SH   SOLE   324,260 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 26,705 372,356 SH   SOLE   372,356 0 0
BECTON DICKINSON & CO COM 075887109 1,352 5,082 SH   SOLE   5,082 0 0
BHP GROUP LTD (AU) COM 088606108 660 8,550 SH   SOLE   8,550 0 0
BLACKSTONE INC COM 09260D107 70,158 552,687 SH   SOLE   552,687 0 0
BRISTOL-MYERS SQUIBB COM 110122108 693 9,490 SH   SOLE   9,490 0 0
BROOKFIELD INFRASTRUCTURE CORP COM 11275Q107 489 6,479 SH   SOLE   6,479 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 31,502 475,644 SH   SOLE   475,644 0 0
BROOKFIELD RENEWABLE CORP-A (C COM 11284V105 2,209 50,436 SH   SOLE   50,436 0 0
BROOKFIELD RENEWABLE PARTNERS UNT G16258108 26,737 651,005 SH   SOLE   651,005 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 8,240 61,430 SH   SOLE   61,430 0 0
CANADIAN NATURAL RESOURCES ADR COM 136385101 55,797 900,245 SH   SOLE   900,245 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 3,619 43,850 SH   SOLE   43,850 0 0
CAPITAL ONE FINANCIAL CP COM 14040h105 285 2,174 SH   SOLE   2,174 0 0
CATERPILLAR COM 149123101 2,660 11,939 SH   SOLE   11,939 0 0
CHARLES SCHWAB CORP COM 808513105 77,595 920,359 SH   SOLE   920,359 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 795 5,750 SH   SOLE   5,750 0 0
CHEVRON COM 166764100 891 5,475 SH   SOLE   5,475 0 0
CHUBB LTD (SZ) COM H1467J104 537 2,510 SH   SOLE   2,510 0 0
CHURCH AND DWIGHT COM 171340102 55,971 563,204 SH   SOLE   563,204 0 0
CISCO SYSTEMS COM 17275R102 7,670 137,561 SH   SOLE   137,561 0 0
COCA-COLA COM 191216100 2,145 34,593 SH   SOLE   34,593 0 0
COLGATE PALMOLIVE COM 194162103 5,242 69,134 SH   SOLE   69,134 0 0
CORNING COM 219350105 8,182 221,671 SH   SOLE   221,671 0 0
COSTCO WHOLESALE COM 22160K105 74,957 130,167 SH   SOLE   130,167 0 0
CROWN CASTLE INT'L COM 22822V101 22,931 124,221 SH   SOLE   124,221 0 0
CUMMINS INC COM 231021106 492 2,400 SH   SOLE   2,400 0 0
DEERE & CO COM 244199105 74,944 180,387 SH   SOLE   180,387 0 0
DIGITAL REALTY TRUST COM 253868103 813 5,731 SH   SOLE   5,731 0 0
DOW INC COM 260557103 636 9,989 SH   SOLE   9,989 0 0
DUKE ENERGY CORP NEW COM 26441C204 897 8,029 SH   SOLE   8,029 0 0
DUPONT DE NEMOURS COM 26614N102 20,894 283,960 SH   SOLE   283,960 0 0
EATON CORP COM g29183103 288 1,900 SH   SOLE   1,900 0 0
EDWARDS LIFESCIENCES COM 28176E108 33,541 284,920 SH   SOLE   284,920 0 0
EMERSON ELECTRIC COM 291011104 4,180 42,636 SH   SOLE   42,636 0 0
ENTERPRISE PRODUCTS PARTNERS L COM 293792107 14,188 549,700 SH   SOLE   549,700 0 0
EQUIFAX COM 294429105 2,034 8,578 SH   SOLE   8,578 0 0
EQUINIX COM 29444U700 20,765 28,000 SH   SOLE   28,000 0 0
ESTEE LAUDER COM 518439104 263 965 SH   SOLE   965 0 0
EXXON MOBIL COM 30231g102 279 3,374 SH   SOLE   3,374 0 0
FEDEX CORPORATION COM 31428X106 1,308 5,651 SH   SOLE   5,651 0 0
FMC CORP COM 302491303 7,447 56,599 SH   SOLE   56,599 0 0
FNB CORP COM 302520101 339 27,216 SH   SOLE   27,216 0 0
GARMIN LTD (SZ) COM H2906T109 27,280 230,000 SH   SOLE   230,000 0 0
GENERAC HOLDINGS COM 368736104 40,059 134,760 SH   SOLE   134,760 0 0
GENERAL ELECTRIC COM 369604103 295 3,229 SH   SOLE   3,229 0 0
GLADSTONE LAND CORP COM 376549101 21,852 600,000 SH   SOLE   600,000 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733W105 230 5,274 SH   SOLE   5,274 0 0
GXO LOGISTICS COM 36262G101 285 4,000 SH   SOLE   4,000 0 0
HANNON ARMSTRONG SUSTAINABLE I COM 41068X100 9,486 200,000 SH   SOLE   200,000 0 0
HOME DEPOT COM 437076102 60,146 200,936 SH   SOLE   200,936 0 0
HONEYWELL INT'L COM 438516106 66,449 341,498 SH   SOLE   341,498 0 0
IBM COM 459200101 741 5,700 SH   SOLE   5,700 0 0
INGERSOLL RAND (IL) COM 45687V106 215 4,277 SH   SOLE   4,277 0 0
INT'L PAPER COM 460146103 2,016 43,675 SH   SOLE   43,675 0 0
INTEL CORP COM 458140100 278 5,601 SH   SOLE   5,601 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 1,835 13,973 SH   SOLE   13,973 0 0
INTUIT COM 461202103 24,059 50,036 SH   SOLE   50,036 0 0
JOHNSON & JOHNSON COM 478160104 49,396 278,710 SH   SOLE   278,710 0 0
JPMORGAN CHASE COM 46625H100 57,380 420,921 SH   SOLE   420,921 0 0
KIMBERLY-CLARK COM 494368103 2,378 19,312 SH   SOLE   19,312 0 0
L3HARRIS COM 502431109 8,546 34,393 SH   SOLE   34,393 0 0
LEGGETT & PLATT COM 524660107 220 6,321 SH   SOLE   6,321 0 0
LIFE STORAGE COM 53223X107 14,043 100,000 SH   SOLE   100,000 0 0
LILLY ELI & COMPANY COM 532457108 48,639 169,845 SH   SOLE   169,845 0 0
LOCKHEED MARTIN COM 539830109 55,475 125,679 SH   SOLE   125,679 0 0
LOWE'S COMPANIES COM 548661107 607 3,000 SH   SOLE   3,000 0 0
LULULEMON ATHLETICA COM 550021109 27,392 75,000 SH   SOLE   75,000 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 1,007 47,165 SH   SOLE   47,165 0 0
MARSH & MCLENNAN COM 571748102 1,156 6,784 SH   SOLE   6,784 0 0
MASTERCARD INC CL A COM 57636q104 9,038 25,290 SH   SOLE   25,290 0 0
MCCORMICK & CO COM 579780206 69,237 693,753 SH   SOLE   693,753 0 0
MCDONALD'S COM 580135101 1,856 7,507 SH   SOLE   7,507 0 0
MEDTRONIC PLC (IL) COM G5960L103 8,745 78,815 SH   SOLE   78,815 0 0
MERCK & CO INC NEW COM 58933Y105 272 3,309 SH   SOLE   3,309 0 0
MICROSOFT COM 594918104 81,922 265,713 SH   SOLE   265,713 0 0
MONDELEZ INTERNATIONAL COM 609207105 326 5,185 SH   SOLE   5,185 0 0
MP MATERIALS COM 553368101 22,936 400,000 SH   SOLE   400,000 0 0
NESTLE SA ADR (SZ) COM 641069406 9,595 73,750 SH   SOLE   73,750 0 0
NEWMONT CORP COM 651639106 2,971 37,389 SH   SOLE   37,389 0 0
NEXTERA ENERGY COM 65339F101 4,207 49,669 SH   SOLE   49,669 0 0
NEXTERA ENERGY PARTNERS LP COM 65341B106 28,680 344,050 SH   SOLE   344,050 0 0
NOKIA (FI) COM 654902204 55 10,000 SH   SOLE   10,000 0 0
NORDSON CORP COM 655663102 36,838 162,225 SH   SOLE   162,225 0 0
NORFOLK SOUTHERN COM 655844108 1,388 4,865 SH   SOLE   4,865 0 0
NVIDIA CORP COM COM 67066G104 58,605 214,779 SH   SOLE   214,779 0 0
OLIN COM 680665205 27,499 526,000 SH   SOLE   526,000 0 0
OMNICOM GROUP COM 681919106 212 2,500 SH   SOLE   2,500 0 0
ORACLE CORP COM COM 68389X105 667 8,065 SH   SOLE   8,065 0 0
PALO ALTO NETWORKS COM 697435105 36,555 58,722 SH   SOLE   58,722 0 0
PARKER-HANNIFIN COM 701094104 2,521 8,885 SH   SOLE   8,885 0 0
PAYPAL HOLDINGS COM 70450Y103 27,171 234,944 SH   SOLE   234,944 0 0
PEPSICO COM 713448108 9,190 54,906 SH   SOLE   54,906 0 0
PFIZER COM 717081103 4,318 83,405 SH   SOLE   83,405 0 0
PLUG POWER COM 72919P202 33,304 1,164,075 SH   SOLE   1,164,075 0 0
PROCTER & GAMBLE COM 742718109 60,842 398,182 SH   SOLE   398,182 0 0
PROLOGIS COM 74340W103 35,756 221,428 SH   SOLE   221,428 0 0
RAYTHEON TECHNOLOGIES COM 75513E101 642 6,485 SH   SOLE   6,485 0 0
ROCHE HOLDING AG (SZ) COM 771195104 920 18,623 SH   SOLE   18,623 0 0
ROCKWELL AUTOMATION COM 773903109 34,750 124,095 SH   SOLE   124,095 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 1,369 12,413 SH   SOLE   12,413 0 0
S & P GLOBAL COM 78409V104 69,589 169,654 SH   SOLE   169,654 0 0
SNAP-ON COM 833034101 533 2,595 SH   SOLE   2,595 0 0
SONY CORP (JP) COM 835699307 40,277 392,139 SH   SOLE   392,139 0 0
ST JOE COM 790148100 10,663 180,000 SH   SOLE   180,000 0 0
STAG INDUSTRIAL COM 85254J102 6,616 160,000 SH   SOLE   160,000 0 0
STATE STREET COM 857477103 1,674 19,218 SH   SOLE   19,218 0 0
SUBURBAN PROPANE PARTNERS LP UNT 864482104 9,660 600,000 SH   SOLE   600,000 0 0
SUNOCO LP COM 86765K109 24,504 600,000 SH   SOLE   600,000 0 0
TAIWAN SEMICONDUCTOR MFG (TW) COM 874039100 347 3,330 SH   SOLE   3,330 0 0
TELEDYNE TECHNOLOGIES COM 879360105 86,606 183,243 SH   SOLE   183,243 0 0
TETRA TECH COM 88162G103 62,796 380,720 SH   SOLE   380,720 0 0
TEXAS INSTRUMENTS COM 882508104 67,413 367,411 SH   SOLE   367,411 0 0
THERMO FISHER SCIENTIFIC COM 883556102 72,012 121,920 SH   SOLE   121,920 0 0
TOYOTA MOTOR (JP) COM 892331307 1,018 5,650 SH   SOLE   5,650 0 0
TRANE TECHNOLOGIES PLC (IL) COM G8994E103 914 5,985 SH   SOLE   5,985 0 0
TRUIST FINANCIAL CORP COM 89832Q109 2,206 38,915 SH   SOLE   38,915 0 0
UNILEVER PLC ADR (GB) COM 904767704 285 6,248 SH   SOLE   6,248 0 0
UNION PACIFIC COM 907818108 78,734 288,182 SH   SOLE   288,182 0 0
UNITED PARCEL SERVICE COM 911312106 4,713 21,976 SH   SOLE   21,976 0 0
UNITEDHEALTH GROUP COM 91324P102 39,854 78,150 SH   SOLE   78,150 0 0
VERIZON COMMUNICATIONS COM 92343V104 5,024 98,618 SH   SOLE   98,618 0 0
VERTEX PHARMACEUTICALS COM 92532F100 50,271 192,630 SH   SOLE   192,630 0 0
VERTIV HOLDINGS COM 92537N108 2,190 156,450 SH   SOLE   156,450 0 0
VIAVI SOLUTIONS COM 925550105 28,572 1,776,845 SH   SOLE   1,776,845 0 0
VISA COM 92826C839 51,128 230,543 SH   SOLE   230,543 0 0
VULCAN MATERIALS COM 929160109 1,276 6,948 SH   SOLE   6,948 0 0
WALMART COM 931142103 5,263 35,342 SH   SOLE   35,342 0 0
WALT DISNEY COM 254687106 43,684 318,490 SH   SOLE   318,490 0 0
WASTE MANAGEMENT COM 94106L109 37,413 236,047 SH   SOLE   236,047 0 0
WELLTOWER COM 95040Q104 31,942 332,243 SH   SOLE   332,243 0 0
WEYERHAEUSER COM 962166104 28,360 748,288 SH   SOLE   748,288 0 0
WHEATON PRECIOUS METALS (CA) COM 962879102 41,377 869,620 SH   SOLE   869,620 0 0
XYLEM COM 98419M100 5,184 60,797 SH   SOLE   60,797 0 0
ZOETIS COM 98978V103 57,600 305,422 SH   SOLE   305,422 0 0